GC

Guidance Capital Portfolio holdings

AUM $383M
1-Year Est. Return 14.89%
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.16%
2 Energy 2.87%
3 Consumer Staples 2.86%
4 Industrials 2.56%
5 Healthcare 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$201K 0.09%
+2,130
152
$201K 0.09%
+3,459
153
$200K 0.09%
+2,835
154
$192K 0.08%
+15,783