GPA
Guerra Pan Advisors Portfolio holdings
AUM
$152M
This Quarter Return
+10.78%
1 Year Return
+22.34%
3 Year Return
+110.17%
5 Year Return
–
10 Year Return
–
AUM
$73.2M
AUM Growth
+$73.2M
(+6.7%)
Cap. Flow
+$271K
Cap. Flow
% of AUM
0.37%
Top 10 Holdings %
Top 10 Hldgs %
36.94%
Holding
93
New
7
Increased
7
Reduced
24
Closed
2
Top Buys
| 1 |
IBM
IBM
|
$227K |
| 2 |
New York Times
NYT
|
$220K |
| 3 |
Lam Research
LRCX
|
$218K |
| 4 |
Procter & Gamble
PG
|
$216K |
| 5 |
Duke Energy
DUK
|
$216K |
Top Sells
| 1 |
Atlassian
TEAM
|
$275K |
| 2 |
XPO
XPO
|
$229K |
| 3 |
Apple
AAPL
|
$163K |
| 4 |
Intel
INTC
|
$122K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$65.3K |
Sector Composition
| 1 | Technology | 24.27% |
| 2 | Industrials | 11.78% |
| 3 | Communication Services | 10.09% |
| 4 | Healthcare | 9.9% |
| 5 | Financials | 9.23% |
