GPA
Guidance Point Advisors Portfolio holdings
AUM
$431M
1-Year Est. Return
19.43%
This Fund
S&P 500
1 Year Est. Return
+19.43%
AUM
$431M
AUM Growth
+$16.7M
(+4%)
Holding
101
Top Buys
| 1 | +$5.06M | |
| 2 | +$1.62M | |
| 3 | +$1.38M | |
| 4 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$1.14M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.01M |
Top Sells
| 1 | +$4.52M | |
| 2 | +$623K | |
| 3 | +$483K | |
| 4 |
Annaly Capital Management
NLY
|
+$368K |
| 5 |
iShares Gold Trust
IAU
|
+$336K |
Sector Composition
| 1 | Financials | 30.2% |
| 2 | Technology | 1.35% |
| 3 | Consumer Staples | 0.2% |
| 4 | Communication Services | 0.13% |
| 5 | Consumer Discretionary | 0.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Walmart Inc
WMT
$1.02T
| – | – |
-2,022
|
|