GGS Advisors Aggressive Strategy (S:0P0001R5N5)
24.60
-0.79
(-3.13%)
USD |
Dec 31 2024
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of March 03, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| iShares Core MSCI EAFE ETF | 4.29% | 92.24 | -4.34% |
| Vanguard Developed Markets Index Fund ETF | 3.72% | 65.80 | -4.66% |
|
JPMorgan Chase & Co
|
3.54% | -- | -- |
| The Bank of New York Mellon Corp. | 3.50% | 117.32 | -1.80% |
| UnitedHealth Group, Inc. | 3.47% | 288.16 | -2.30% |
| Microsoft Corp. | 3.29% | 400.20 | 0.41% |
| Visa, Inc. | 3.16% | 316.98 | -1.10% |
| Copart, Inc. | 3.08% | 38.29 | -0.05% |
| AutoZone, Inc. | 2.92% | 3659.34 | -5.75% |
| Vanguard FTSE All-World ex-US Small-Cap Index ETF | 2.91% | 150.60 | -4.50% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |