GA

Guerra Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 27.78%
This Quarter Est. Return
1 Year Est. Return
+27.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1 +$6.44M
2 +$5.03M
3 +$5.03M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$3.69M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.45M

Top Sells

1 +$7.08M
2 +$4.95M
3 +$4.64M
4
VTV icon
Vanguard Value ETF
VTV
+$4.57M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$3.86M

Sector Composition

1 Technology 14.08%
2 Financials 6.87%
3 Communication Services 6.41%
4 Consumer Discretionary 4.58%
5 Consumer Staples 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NOC icon
326
Northrop Grumman
NOC
$81.1B
$9.14K ﹤0.01%
+15
HYGH icon
327
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$443M
$9.12K ﹤0.01%
+105
SJNK icon
328
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.3B
$9.09K ﹤0.01%
+355
LYG icon
329
Lloyds Banking Group
LYG
$76.8B
$9.07K ﹤0.01%
+1,998
TER icon
330
Teradyne
TER
$30.6B
$8.95K ﹤0.01%
+65
GBTC icon
331
Grayscale Bitcoin Trust
GBTC
$35.2B
$8.89K ﹤0.01%
+99
AMT icon
332
American Tower
AMT
$80.7B
$8.85K ﹤0.01%
+46
VIG icon
333
Vanguard Dividend Appreciation ETF
VIG
$101B
$8.73K ﹤0.01%
+40
APH icon
334
Amphenol
APH
$166B
$8.66K ﹤0.01%
+70
RY icon
335
Royal Bank of Canada
RY
$236B
$8.54K ﹤0.01%
+58
BMY icon
336
Bristol-Myers Squibb
BMY
$110B
$8.41K ﹤0.01%
+186
SNY icon
337
Sanofi
SNY
$117B
$8.31K ﹤0.01%
+176
OPEN icon
338
Opendoor
OPEN
$6.07B
$7.97K ﹤0.01%
+1,033
VBR icon
339
Vanguard Small-Cap Value ETF
VBR
$32.5B
$7.97K ﹤0.01%
+38
OKLO
340
Oklo
OKLO
$13B
$7.93K ﹤0.01%
+71
VCR icon
341
Vanguard Consumer Discretionary ETF
VCR
$6.45B
$7.92K ﹤0.01%
+20
ETHA
342
iShares Ethereum Trust ETF
ETHA
$1.73B
$7.88K ﹤0.01%
+250
SWKS icon
343
Skyworks Solutions
SWKS
$9.7B
$7.85K ﹤0.01%
+102
SOXL icon
344
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$11.6B
$7.84K ﹤0.01%
+225
SCHP icon
345
Schwab US TIPS ETF
SCHP
$14.5B
$7.6K ﹤0.01%
+282
NEM icon
346
Newmont
NEM
$111B
$7.59K ﹤0.01%
+90
BNO icon
347
United States Brent Oil Fund
BNO
$96.4M
$7.57K ﹤0.01%
+252
VHT icon
348
Vanguard Health Care ETF
VHT
$17.3B
$7.53K ﹤0.01%
+29
NVT icon
349
nVent Electric
NVT
$16.4B
$7.4K ﹤0.01%
+75
AMP icon
350
Ameriprise Financial
AMP
$45.4B
$7.37K ﹤0.01%
+15