GPC

Guardian Point Capital Portfolio holdings

AUM $218M
1-Year Est. Return 23.31%
This Quarter Est. Return
1 Year Est. Return
+23.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1 +$6.51M

Top Sells

1 +$22.1M
2 +$17.3M
3 +$9.22M
4
ABOS icon
Acumen Pharmaceuticals
ABOS
+$1M

Sector Composition

1 Financials 40.73%
2 Communication Services 28.08%
3 Consumer Discretionary 16.93%
4 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$38.5M 28.08%
400,000
2
$32.1M 23.42%
690,000
+140,000
3
$23.7M 17.31%
900,000
-350,000
4
$19.9M 14.55%
5,000
5
$8.53M 6.22%
850,000
6
$4.01M 2.93%
400,000
-100,000
7
$3.96M 2.89%
400,000
8
$3.25M 2.38%
40,000
9
-150,000
10
-1,275,000