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
$260M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.2M
3
+$463K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$215K
5
AMZN icon
Amazon
AMZN
+$201K

Top Sells

1
+$3.96M
2
+$3.9M
3
+$3.86M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$1.18M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$1.1M

Sector Composition

1 Financials 22.63%
2 Technology 1.19%
3 Consumer Staples 0.23%
4 Healthcare 0.18%
5 Industrials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37.2K 0.01%
500
+125
77
$22.7K 0.01%
10,571
78
– –
-6,593
79
– –
-2,696
80
– –
-4,404
1 2 3
4