GIO

Galilei Investment Office Portfolio holdings

AUM $208M
1-Year Est. Return 14.66%
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$515K
3
+$149K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$92.5K
5
CCJ icon
Cameco
CCJ
+$63.6K

Top Sells

1
+$4.37M
2
+$3.4M
3
+$3.38M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.06M
5
SHEL icon
Shell
SHEL
+$1.99M

Sector Composition

1 Financials 6.01%
2 Communication Services 4.3%
3 Technology 2.44%
4 Consumer Staples 1.95%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$92.5K 0.05%
+1,700
27
$63.6K 0.03%
+1,545
28
– –
-63,920
29
– –
-37,000
1
2