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
$168M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$2.26M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$789K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$578K

Top Sells

1
+$1.86M
2
+$1.6M
3
+$398K
4
ABM icon
ABM Industries
ABM
+$349K
5
MCD icon
McDonald's
MCD
+$298K

Sector Composition

1 Financials 27.98%
2 Healthcare 4.71%
3 Technology 3.13%
4 Consumer Staples 2.64%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$336K 0.2%
6,369
+1,465
52
$326K 0.19%
3,949
+93
53
$319K 0.19%
3,316
+239
54
$316K 0.19%
1,310
+41
55
$309K 0.18%
2,098
+383
56
$298K 0.18%
+2,246
57
$294K 0.17%
3,017
-320
58
$284K 0.17%
6,870
59
$280K 0.17%
2,316
+16
60
$272K 0.16%
2,501
+1
61
$270K 0.16%
+462
62
$268K 0.16%
1,016
+2
63
$267K 0.16%
3,206
+6
64
$266K 0.16%
+1,592
65
$266K 0.16%
11,525
+25
66
$263K 0.16%
+3,261
67
$254K 0.15%
+1,700
68
$252K 0.15%
12,729
+315
69
$250K 0.15%
+282
70
$240K 0.14%
85,000
-95,000
71
$236K 0.14%
4,620
-189
72
$231K 0.14%
2,030
-885
73
$230K 0.14%
+260
74
$224K 0.13%
+2,212
75
$220K 0.13%
7,560
+520
1 2
3
4