GPA
Guerra Pan Advisors Portfolio holdings
AUM
$152M
This Quarter Return
+5.85%
1 Year Return
+22.34%
3 Year Return
+110.17%
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+11%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
9.75%
Top 10 Holdings %
Top 10 Hldgs %
38.19%
Holding
115
New
9
Increased
30
Reduced
11
Closed
3
Top Buys
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
$3.47M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.88M |
| 3 |
Arista Networks
ANET
|
$1.49M |
| 4 |
Allstate
ALL
|
$651K |
| 5 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
$549K |
Top Sells
| 1 |
Novo Nordisk
NVO
|
$226K |
| 2 |
GXO Logistics
GXO
|
$205K |
| 3 |
iShares Global Clean Energy ETF
ICLN
|
$178K |
| 4 |
iShares US Medical Devices ETF
IHI
|
$68.8K |
| 5 |
Walker & Dunlop
WD
|
$46.4K |
Sector Composition
| 1 | Technology | 33.86% |
| 2 | Industrials | 9.81% |
| 3 | Financials | 8.82% |
| 4 | Communication Services | 8.02% |
| 5 | Healthcare | 5.55% |
