GPA

Guidance Point Advisors Portfolio holdings

AUM $415M
1-Year Est. Return 21.09%
This Quarter Est. Return
1 Year Est. Return
+21.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$928K
3
+$852K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$518K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$482K

Top Sells

1
+$1.47M
2
+$512K
3
+$218K
4
MBB icon
iShares MBS ETF
MBB
+$180K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$168K

Sector Composition

1 Financials 24.44%
2 Technology 1.16%
3 Healthcare 0.55%
4 Real Estate 0.43%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15K 0.01%
+575
227
$15K 0.01%
+222
228
$15K 0.01%
+96
229
$15K 0.01%
+593
230
$14K 0.01%
+6
231
$14K 0.01%
+277
232
$14K 0.01%
+126
233
$14K 0.01%
+63
234
$14K 0.01%
+266
235
$13K ﹤0.01%
+88
236
$13K ﹤0.01%
+32
237
$12K ﹤0.01%
+81
238
$12K ﹤0.01%
+144
239
$12K ﹤0.01%
+109
240
$12K ﹤0.01%
+240
241
$11K ﹤0.01%
+191
242
$11K ﹤0.01%
+75
243
$11K ﹤0.01%
+79
244
$11K ﹤0.01%
+202
245
$11K ﹤0.01%
+515
246
$11K ﹤0.01%
+28
247
$10K ﹤0.01%
+69
248
$10K ﹤0.01%
+415
249
$10K ﹤0.01%
+79
250
$10K ﹤0.01%
+195
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