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FreeGulliver LLC Portfolio holdings

AUM $237M
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$5.46M
3
+$3.08M
4
SCHK icon
Schwab 1000 Index ETF
SCHK
+$2.28M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.8M

Top Sells

1
+$8.01M
2
+$1.47M
3
+$1.27M
4
VNCE icon
Vince Holding Corp
VNCE
+$1.26M
5
MDXH icon
MDxHealth
MDXH
+$1.13M

Sector Composition

1 Financials 21.71%
2 Technology 5.31%
3 Communication Services 2.38%
4 Consumer Staples 1.31%
5 Consumer Discretionary 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COST icon
51
Costco
COST
$433B
$508K 0.21%
510
+64
ORCL icon
52
Oracle
ORCL
$529B
$496K 0.21%
3,369
+176
VIG icon
53
Vanguard Dividend Appreciation ETF
VIG
$108B
$495K 0.21%
2,300
JNJ icon
54
Johnson & Johnson
JNJ
$574B
$465K 0.2%
1,902
-88
XOM icon
55
Exxon Mobil
XOM
$608B
$461K 0.19%
2,717
-23
CVX icon
56
Chevron
CVX
$370B
$427K 0.18%
2,062
+171
SPEM icon
57
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$410K 0.17%
8,736
+1,866
MUB icon
58
iShares National Muni Bond ETF
MUB
$45.3B
$405K 0.17%
3,812
+139
IWP icon
59
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$402K 0.17%
3,135
+1
KKR icon
60
KKR & Co
KKR
$85.6B
$394K 0.17%
4,258
+215
OCTW icon
61
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
$526M
$382K 0.16%
+9,938
GE icon
62
GE Aerospace
GE
$347B
$382K 0.16%
1,346
+7
SLF icon
63
Sun Life Financial
SLF
$42B
$371K 0.16%
5,924
PLTR icon
64
Palantir
PLTR
$314B
$364K 0.15%
2,485
-26
AMX icon
65
America Movil
AMX
$83.1B
$357K 0.15%
14,027
SCHD icon
66
Schwab US Dividend Equity ETF
SCHD
$95.7B
$352K 0.15%
+11,466
LMT icon
67
Lockheed Martin
LMT
$127B
$346K 0.15%
572
MA icon
68
Mastercard
MA
$430B
$333K 0.14%
666
+146
VICI icon
69
VICI Properties
VICI
$30.2B
$315K 0.13%
11,543
+696
KSEP
70
Innovator U.S. Small Cap Power Buffer ETF - September
KSEP
$24.3M
$313K 0.13%
11,108
GEV icon
71
GE Vernova
GEV
$244B
$307K 0.13%
352
+2
VV icon
72
Vanguard Large-Cap ETF
VV
$51.8B
$303K 0.13%
1,014
MARW icon
73
AllianzIM U.S. Equity Buffer20 Mar ETF
MARW
$86.1M
$296K 0.12%
+8,677
NFLX icon
74
Netflix
NFLX
$342B
$294K 0.12%
3,062
+753
TPL icon
75
Texas Pacific Land
TPL
$25.5B
$294K 0.12%
+619
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