GPA
Guerra Pan Advisors Portfolio holdings
AUM
$152M
This Quarter Return
+11.25%
1 Year Return
+22.34%
3 Year Return
+110.17%
5 Year Return
–
10 Year Return
–
AUM
$79.7M
AUM Growth
+$79.7M
(+8.9%)
Cap. Flow
+$170K
Cap. Flow
% of AUM
0.21%
Top 10 Holdings %
Top 10 Hldgs %
37.11%
Holding
95
New
4
Increased
15
Reduced
32
Closed
2
Top Buys
| 1 |
Workday
WDAY
|
$242K |
| 2 |
Costco
COST
|
$207K |
| 3 |
Advanced Micro Devices
AMD
|
$206K |
| 4 |
Atlassian
TEAM
|
$206K |
| 5 |
FedEx
FDX
|
$50K |
Top Sells
| 1 |
Regions Financial
RF
|
$268K |
| 2 |
Duke Energy
DUK
|
$216K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$122K |
| 4 |
Salesforce
CRM
|
$55.9K |
| 5 |
Cisco
CSCO
|
$50.4K |
Sector Composition
| 1 | Technology | 28.64% |
| 2 | Industrials | 11.32% |
| 3 | Communication Services | 10.64% |
| 4 | Healthcare | 8.71% |
| 5 | Financials | 8% |
