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
$248M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.15M
3
+$467K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$352K
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$349K

Top Sells

1
+$3.53M
2
+$3.52M
3
+$3.5M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$1.24M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$438K

Sector Composition

1 Financials 21.31%
2 Technology 1.05%
3 Consumer Staples 0.24%
4 Healthcare 0.16%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$45.3K 0.02%
25,742
77
$19.9K 0.01%
+375
78
$15.2K 0.01%
10,571
79
– –
-4,348
80
– –
-4,062
81
– –
-2,300
1 2 3
4