GHA

Garcia Hamilton & Associates Portfolio holdings

AUM $18.4M
1-Year Est. Return 25.73%
This Quarter Est. Return
1 Year Est. Return
+25.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$8.86M
2 +$6.14M
3 +$6M
4
DIS icon
Walt Disney
DIS
+$5.84M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.53M

Sector Composition

1 Technology 19.98%
2 Consumer Discretionary 16.47%
3 Financials 16.01%
4 Healthcare 12.43%
5 Consumer Staples 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$202K 0.05%
3,600