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
376
$3K ﹤0.01%
+184
377
$3K ﹤0.01%
+27
378
$3K ﹤0.01%
+71
379
$3K ﹤0.01%
+15
380
$3K ﹤0.01%
+42
381
$3K ﹤0.01%
+23
382
$3K ﹤0.01%
+38
383
$3K ﹤0.01%
+30
384
$3K ﹤0.01%
+610
385
$2K ﹤0.01%
+48
386
$2K ﹤0.01%
+79
387
$2K ﹤0.01%
+57
388
$2K ﹤0.01%
+175
389
$2K ﹤0.01%
+35
390
$2K ﹤0.01%
+5
391
$2K ﹤0.01%
+15
392
$2K ﹤0.01%
+36
393
$2K ﹤0.01%
+26
394
$2K ﹤0.01%
+64
395
$2K ﹤0.01%
+20
396
$2K ﹤0.01%
+58
397
$1K ﹤0.01%
+10
398
$1K ﹤0.01%
+7
399
$1K ﹤0.01%
+40
400
$1K ﹤0.01%
+7
14 15
16
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