GSC

G&S Capital Portfolio holdings

AUM $252M
1-Year Est. Return 14.65%
This Quarter Est. Return
1 Year Est. Return
+14.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1 +$20.7M
2 +$6.8M
3 +$5.29M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$4.1M
5
FE icon
FirstEnergy
FE
+$3.22M

Sector Composition

1 Technology 11.24%
2 Consumer Staples 4.29%
3 Utilities 3.69%
4 Industrials 3.66%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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$0 ﹤0.01%
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-38,844