GGS

Galvin Gaustad & Stein Portfolio holdings

AUM $1.23B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$952M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$26M
2 +$25.5M
3 +$24.9M
4
AAPL icon
Apple
AAPL
+$23.8M
5
AMZN icon
Amazon
AMZN
+$21.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.3%
2 Communication Services 8.8%
3 Financials 8.68%
4 Industrials 6.84%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$225K 0.02%
+1,480
177
$224K 0.02%
+414
178
$224K 0.02%
+1,856
179
$219K 0.02%
+814
180
$212K 0.02%
+618
181
$210K 0.02%
+1,575
182
$200K 0.02%
+5,525
183
$127K 0.01%
+10,159