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
$181M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$708K
2
+$565K
3
+$401K
4
IYH icon
iShares US Healthcare ETF
IYH
+$352K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$285K

Top Sells

1
+$1.16M
2
+$822K
3
+$704K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$640K
5
IYR icon
iShares US Real Estate ETF
IYR
+$584K

Sector Composition

1 Financials 21.25%
2 Technology 0.8%
3 Real Estate 0.43%
4 Consumer Staples 0.31%
5 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$464K 0.26%
7,672
+4
52
$437K 0.24%
4,401
+25
53
$407K 0.22%
5,045
+18
54
$378K 0.21%
3,499
-3,525
55
$356K 0.2%
7,756
56
$352K 0.19%
+7,750
57
$338K 0.19%
4,032
+49
58
$315K 0.17%
13,122
+8
59
$298K 0.16%
2,158
60
$285K 0.16%
+5,694
61
$281K 0.15%
12,807
+356
62
$254K 0.14%
1,709
+27
63
$252K 0.14%
10,138
+123
64
$251K 0.14%
2,389
+60
65
$240K 0.13%
16,352
-5,184
66
$237K 0.13%
475
+3
67
$230K 0.13%
1,977
+4
68
$227K 0.13%
3,954
+19
69
$225K 0.12%
+6,180
70
$225K 0.12%
1,820
-9
71
$223K 0.12%
3,654
-62
72
$222K 0.12%
+4,103
73
$212K 0.12%
1,416
-29
74
$210K 0.12%
+1,340
75
$209K 0.12%
+3,376
1 2
3
4