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
76
$194K 0.11%
22,983
+335
77
$189K 0.1%
6,641
+150
78
$124K 0.07%
11,589
79
$83K 0.05%
1,455
-250
80
– –
-4,644
81
– –
-3,555
82
– –
-32,260
1 2 3
4