GIPM
G2 Investment Partners Management Portfolio holdings
AUM
$456M
This Quarter Return
+20.53%
1 Year Return
+142.9%
3 Year Return
+947.52%
5 Year Return
+1,873.56%
10 Year Return
+23,815.47%
AUM
$320M
AUM Growth
+$320M
(+2.1%)
Cap. Flow
-$7.7M
Cap. Flow
% of AUM
-2.4%
Top 10 Holdings %
Top 10 Hldgs %
39.42%
Holding
97
New
22
Increased
32
Reduced
25
Closed
18
Top Buys
| 1 |
Digi International
DGII
|
$17.5M |
| 2 |
Napco Security Technologies
NSSC
|
$8.89M |
| 3 |
Axon Enterprise
AXON
|
$6.58M |
| 4 |
DoubleVerify
DV
|
$6.08M |
| 5 |
Sensus Healthcare
SRTS
|
$5.79M |
Top Sells
| 1 |
Clearfield
CLFD
|
$15.7M |
| 2 |
Mercury Systems
MRCY
|
$14.9M |
| 3 |
Tenable Holdings
TENB
|
$12.1M |
| 4 |
Stratasys
SSYS
|
$7.04M |
| 5 |
Calix
CALX
|
$6.98M |
Sector Composition
| 1 | Technology | 58.32% |
| 2 | Industrials | 11.67% |
| 3 | Consumer Discretionary | 9.08% |
| 4 | Communication Services | 8.89% |
| 5 | Healthcare | 5.71% |
