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
326
$5K ﹤0.01%
+33
327
$5K ﹤0.01%
+84
328
$5K ﹤0.01%
+34
329
$5K ﹤0.01%
+75
330
$5K ﹤0.01%
+102
331
$5K ﹤0.01%
+25
332
$5K ﹤0.01%
+145
333
$5K ﹤0.01%
+77
334
$5K ﹤0.01%
+25
335
$5K ﹤0.01%
+66
336
$5K ﹤0.01%
+248
337
$5K ﹤0.01%
+217
338
$5K ﹤0.01%
+65
339
$5K ﹤0.01%
+83
340
$5K ﹤0.01%
+41
341
$5K ﹤0.01%
+98
342
$5K ﹤0.01%
+87
343
$5K ﹤0.01%
+248
344
$5K ﹤0.01%
+59
345
$5K ﹤0.01%
+72
346
$5K ﹤0.01%
+136
347
$5K ﹤0.01%
+402
348
$4K ﹤0.01%
+94
349
$4K ﹤0.01%
+124
350
$4K ﹤0.01%
+100