GPA
GSB Podium Advisors Portfolio holdings
AUM
$85K
This Quarter Return
-5.21%
1 Year Return
-50.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.77M
AUM Growth
–
Cap. Flow
+$2.77M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
81.95%
Holding
14
New
14
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Abbott
ABT
|
$276K |
| 2 |
Eli Lilly
LLY
|
$263K |
| 3 |
PPG Industries
PPG
|
$244K |
| 4 |
Clean Harbors
CLH
|
$234K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Abbott
ABT
$229B
| $276K | 9.96% |
+7,901
| New | +$276K |
|
|
2
Eli Lilly
LLY
$655B
| $263K | 9.49% |
+5,357
| New | +$263K |
|
|
3
PPG Industries
PPG
$24.6B
| $244K | 8.81% |
+1,666
| New | +$244K |
|
|
4
Clean Harbors
CLH
$12.9B
| $234K | 8.45% |
+4,628
| New | +$234K |
|
|
5
Bristol-Myers Squibb
BMY
$96B
| $229K | 8.27% |
+5,122
| New | +$229K |
|
6
Altria Group
MO
$113B
| $212K | 7.65% |
+6,045
| New | +$212K |
|
|
CTRX
7
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
| $207K | 7.47% |
+4,253
| New | +$207K |
|
8
New Jersey Resources
NJR
$4.74B
| $203K | 7.33% |
+4,891
| New | +$203K |
|
9
Morgan Stanley
MS
$236B
| $202K | 7.29% |
+8,252
| New | +$202K |
|
|
CPWR
10
DELISTED
COMPUWARE CORP
CPWR
| $200K | 7.22% |
+19,341
| New | +$200K |
|
11
Corning
GLW
$58.2B
| $197K | 7.11% |
+13,832
| New | +$197K |
|
12
Ironwood Pharmaceuticals
IRWD
$213M
| $145K | 5.23% |
+14,560
| New | +$145K |
|
|
ATML
13
DELISTED
ATMEL CORP
ATML
| $79K | 2.85% |
+10,807
| New | +$79K |
|
|
ANR
14
DELISTED
ALPHA NATURAL RESOURCES INC.
ANR
| $79K | 2.85% |
+15,027
| New | +$79K |
|