FL

FreeGulliver LLC Portfolio holdings

AUM $217M
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$5.26M
3
+$4.96M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$4.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Financials 46.38%
2 Healthcare 8.57%
3 Consumer Staples 4.08%
4 Industrials 1.78%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$295K 0.39%
+9,300
27
$295K 0.39%
+3,337
28
$293K 0.39%
+1,200
29
$279K 0.37%
+3,373
30
$272K 0.36%
+10,400
31
$259K 0.34%
+11,500
32
$255K 0.34%
+3,856
33
$246K 0.33%
+3,600
34
$246K 0.33%
+3,400
35
$226K 0.3%
+2,502
36
$218K 0.29%
+1,000
37
$218K 0.29%
+901
38
$215K 0.29%
+6,745
39
$209K 0.28%
+4,370
40
$208K 0.28%
+2,200
41
$205K 0.27%
+4,209
42
$133K 0.18%
+65,000
43
$47.6K 0.06%
+50,000
44
$2.31K ﹤0.01%
+18,500
1
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