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
$86.6M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$244K
2 +$237K
3 +$229K
4
MNST icon
Monster Beverage
MNST
+$211K
5
NOW icon
ServiceNow
NOW
+$204K

Top Sells

1 +$464K
2 +$340K
3 +$284K
4
SDGR icon
Schrodinger
SDGR
+$232K
5
INTC icon
Intel
INTC
+$187K

Sector Composition

1 Technology 31.3%
2 Industrials 11.39%
3 Communication Services 11.34%
4 Financials 8.21%
5 Healthcare 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,492
102
-7,625