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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$15.8M
3
+$8.33M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.91M
5
IJR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$328K 0.21%
+4,401
52
$321K 0.21%
+3,962
53
$273K 0.18%
+14,048
54
$252K 0.16%
+2,485
55
$249K 0.16%
+6,353
56
$225K 0.15%
+1,744
57
$223K 0.14%
+8,372
58
$215K 0.14%
+5,196
59
$212K 0.14%
+3,885
60
$210K 0.14%
+8,561
61
$203K 0.13%
+3,624
62
$185K 0.12%
+13,587
1 2
3