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
$180M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$871K
2 +$745K
3 +$623K
4
DVY icon
iShares Select Dividend ETF
DVY
+$575K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$545K

Sector Composition

1 Financials 20.94%
2 Technology 0.59%
3 Real Estate 0.43%
4 Consumer Staples 0.27%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$115K 0.06%
11,589