GPA

Guerra Pan Advisors Portfolio holdings

AUM $152M
1-Year Est. Return 22.34%
This Quarter Est. Return
1 Year Est. Return
+22.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$6.28M
2 +$5.06M
3 +$4.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.1M
5
JPM icon
JPMorgan Chase
JPM
+$2.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.45%
2 Communication Services 12%
3 Industrials 9.44%
4 Financials 7.95%
5 Healthcare 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$221K 0.22%
+854
102
$216K 0.21%
+2,287
103
$216K 0.21%
+1,613
104
$209K 0.21%
+1,993
105
$209K 0.21%
+9,500
106
$209K 0.21%
+318
107
$208K 0.21%
+1,178
108
$178K 0.18%
+11,633
109
$175K 0.17%
+15,141