GPA
Guidance Point Advisors Portfolio holdings
AUM
$389M
This Quarter Return
+10.91%
1 Year Return
+19.59%
3 Year Return
+65.08%
5 Year Return
+92.27%
10 Year Return
–
AUM
$389M
AUM Growth
+$389M
(+11%)
Cap. Flow
+$1.33M
Cap. Flow
% of AUM
0.34%
Top 10 Holdings %
Top 10 Hldgs %
69.8%
Holding
87
New
3
Increased
49
Reduced
22
Closed
1
Top Buys
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$962K |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$831K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$769K |
| 4 |
SPDR Gold Trust
GLD
|
$221K |
| 5 |
Exxon Mobil
XOM
|
$216K |
Sector Composition
| 1 | Financials | 30.14% |
| 2 | Technology | 1.42% |
| 3 | Consumer Staples | 0.27% |
| 4 | Consumer Discretionary | 0.1% |
| 5 | Communication Services | 0.09% |
