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
$307M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$1.57M
3
+$1.24M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.11M
5
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$631K

Top Sells

1
+$3.8M
2
+$3.69M
3
+$3.67M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$3.62M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.98M

Sector Composition

1 Financials 26.56%
2 Technology 1.68%
3 Consumer Staples 0.32%
4 Healthcare 0.28%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$226K 0.07%
+5,219
77
$218K 0.07%
2,517
-1,175
78
$218K 0.07%
+7,558
79
$216K 0.07%
2,098
-5
80
$210K 0.07%
1,954
-35,350
81
$210K 0.07%
+1,804
82
$205K 0.07%
+2,100
83
$50.7K 0.02%
25,742
84
$36.2K 0.01%
33,535
85
$29K 0.01%
625
86
$10.6K ﹤0.01%
10,571
1 2 3
4