GPA
Guerra Pan Advisors Portfolio holdings
AUM
$152M
This Quarter Return
+19.18%
1 Year Return
+22.34%
3 Year Return
+110.17%
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(+19%)
Cap. Flow
+$4.34M
Cap. Flow
% of AUM
2.86%
Top 10 Holdings %
Top 10 Hldgs %
40.2%
Holding
117
New
12
Increased
30
Reduced
26
Closed
5
Top Buys
| 1 |
Uber
UBER
|
$1.83M |
| 2 |
iShare MSCI Eurozone ETF
EZU
|
$422K |
| 3 |
Microsoft
MSFT
|
$339K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$325K |
| 5 |
Netflix
NFLX
|
$312K |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$745K |
| 2 |
Adobe
ADBE
|
$731K |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$552K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$450K |
| 5 |
FedEx
FDX
|
$414K |
Sector Composition
| 1 | Technology | 36.19% |
| 2 | Industrials | 9.73% |
| 3 | Financials | 9.22% |
| 4 | Communication Services | 7.44% |
| 5 | Healthcare | 4.65% |
