GPA
Guidance Point Advisors Portfolio holdings
AUM
$389M
This Quarter Return
-11.93%
1 Year Return
+19.59%
3 Year Return
+65.08%
5 Year Return
+92.27%
10 Year Return
–
AUM
$154M
AUM Growth
–
Cap. Flow
+$154M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.91%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$39.1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$15.8M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$8.33M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$7.91M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$7.88M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 25.52% |
| 2 | Real Estate | 0.31% |
| 3 | Healthcare | 0.29% |
| 4 | Consumer Staples | 0.24% |
| 5 | Industrials | 0.23% |
