GPA
Guidance Point Advisors Portfolio holdings
AUM
$389M
This Quarter Return
+9.15%
1 Year Return
+19.59%
3 Year Return
+65.08%
5 Year Return
+92.27%
10 Year Return
–
AUM
$241M
AUM Growth
+$241M
(+11%)
Cap. Flow
+$4.77M
Cap. Flow
% of AUM
1.98%
Top 10 Holdings %
Top 10 Hldgs %
65.09%
Holding
88
New
5
Increased
47
Reduced
23
Closed
3
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.55M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.2M |
| 3 |
iShares Core S&P US Value ETF
IUSV
|
$958K |
| 4 |
iShares MSCI Emerging Markets Asia ETF
EEMA
|
$782K |
| 5 |
Butterfly Network
BFLY
|
$564K |
Top Sells
| 1 |
iShares MBS ETF
MBB
|
$803K |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$543K |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$440K |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$236K |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
$235K |
Sector Composition
| 1 | Financials | 25.48% |
| 2 | Technology | 0.81% |
| 3 | Healthcare | 0.35% |
| 4 | Real Estate | 0.33% |
| 5 | Consumer Staples | 0.23% |
