GA
Guerra Advisors Portfolio holdings
AUM
$212M
This Quarter Return
+6%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
–
Cap. Flow
+$180M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.21%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$15.5M |
| 2 |
Invesco QQQ Trust
QQQ
|
$13.2M |
| 3 |
iShares US Technology ETF
IYW
|
$12.9M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$12M |
| 5 |
The Communication Services Select Sector SPDR Fund
XLC
|
$10.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.85% |
| 2 | Financials | 5.24% |
| 3 | Consumer Discretionary | 3.86% |
| 4 | Communication Services | 3.75% |
| 5 | Consumer Staples | 2.25% |
