GPA

Guidance Point Advisors Portfolio holdings

AUM $389M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
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
301
$6K ﹤0.01%
+173
302
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+36
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315
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$5K ﹤0.01%
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323
$5K ﹤0.01%
+470
324
$5K ﹤0.01%
+7
325
$5K ﹤0.01%
+27