GC

Guidance Capital Portfolio holdings

AUM $351M
1-Year Est. Return 13.04%
This Quarter Est. Return
1 Year Est. Return
+13.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

1 +$3.48M
2 +$1.88M
3 +$1.32M
4
VTV icon
Vanguard Value ETF
VTV
+$1.06M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$788K

Sector Composition

1 Technology 5.87%
2 Consumer Discretionary 3.35%
3 Industrials 3.33%
4 Healthcare 3.27%
5 Financials 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,299