GPA

GSB Podium Advisors Portfolio holdings

AUM $85K
1-Year Est. Return 50.57%
This Quarter Est. Return
1 Year Est. Return
-50.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.77M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$276K
2
+$263K
3
+$244K
4
CLH icon
Clean Harbors
CLH
+$234K
5
BMY icon
Bristol-Myers Squibb
BMY
+$229K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 32.96%
2 Materials 8.81%
3 Industrials 8.45%
4 Consumer Staples 7.65%
5 Utilities 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$276K 9.96%
+7,901
2
$263K 9.49%
+5,357
3
$244K 8.81%
+3,332
4
$234K 8.45%
+4,628
5
$229K 8.27%
+5,122
6
$212K 7.65%
+6,045
7
$207K 7.47%
+4,253
8
$203K 7.33%
+9,782
9
$202K 7.29%
+8,252
10
$200K 7.22%
+20,134
11
$197K 7.11%
+13,832
12
$145K 5.23%
+17,385
13
$79K 2.85%
+10,807
14
$79K 2.85%
+15,027