GPA

Guidance Point Advisors Portfolio holdings

AUM $415M
1-Year Est. Return 21.09%
This Quarter Est. Return
1 Year Est. Return
+21.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$928K
3
+$852K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$518K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$482K

Top Sells

1
+$1.47M
2
+$512K
3
+$218K
4
MBB icon
iShares MBS ETF
MBB
+$180K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$168K

Sector Composition

1 Financials 24.44%
2 Technology 1.16%
3 Healthcare 0.55%
4 Real Estate 0.43%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$33K 0.01%
+420
177
$33K 0.01%
+554
178
$32K 0.01%
+2,614
179
$31K 0.01%
+743
180
$31K 0.01%
+929
181
$30K 0.01%
+153
182
$30K 0.01%
+1,076
183
$30K 0.01%
+533
184
$30K 0.01%
+364
185
$30K 0.01%
+728
186
$30K 0.01%
+648
187
$29K 0.01%
+1,448
188
$29K 0.01%
+850
189
$28K 0.01%
+199
190
$27K 0.01%
+905
191
$26K 0.01%
+228
192
$26K 0.01%
+548
193
$26K 0.01%
+432
194
$26K 0.01%
+413
195
$25K 0.01%
+75
196
$25K 0.01%
+92
197
$25K 0.01%
+564
198
$25K 0.01%
+153
199
$25K 0.01%
+516
200
$25K 0.01%
+326
6 7
8
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