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GCM
Garland Capital Management Portfolio holdings
AUM
$7.27M
1-Year Est. Return
14.85%
This Fund
S&P 500
This Quarter
Est. Return
+4.05%
1 Year Est. Return
+14.85%
3 Year Est. Return
+55.71%
5 Year Est. Return
+87%
10 Year Est. Return
+180.2%
AUM
$140M
AUM Growth
+$16.2M
(+13%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
8.02%
Top 10 Holdings %
Top 10 Hldgs %
40.74%
Holding
32
New
3
Increased
23
Reduced
4
Closed
1
Top Buys
| 1 |
Simon Property Group
SPG
|
+$3.44M |
| 2 |
Essex Property Trust
ESS
|
+$3.37M |
| 3 |
Public Storage
PSA
|
+$3.36M |
| 4 |
SVC
Service Properties Trust
SVC
|
+$261K |
| 5 |
LPT
Liberty Property Trust
LPT
|
+$155K |
Top Sells
| 1 |
Verizon
VZ
|
+$680K |
| 2 |
Microsoft
MSFT
|
+$81.2K |
| 3 |
Illinois Tool Works
ITW
|
+$48.3K |
| 4 |
Johnson & Johnson
JNJ
|
+$17.3K |
| 5 |
JPMorgan Chase
JPM
|
+$7.63K |
Sector Composition
| 1 | Industrials | 22.57% |
| 2 | Financials | 14.75% |
| 3 | Healthcare | 13.4% |
| 4 | Real Estate | 13.37% |
| 5 | Consumer Staples | 11.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Essex Property Trust
ESS
$19.1B
| $3.63M | 2.6% |
+15,610
| New | +$3.37M |
|
|
MON
27
DELISTED
Monsanto Co
MON
| $3.61M | 2.59% |
34,350
+450
| +1% | +$46.1K |
|
|
28
Public Storage
PSA
$56.5B
| $3.53M | 2.53% |
+15,795
| New | +$3.36M |
|
|
29
Simon Property Group
SPG
$71.2B
| $3.29M | 2.36% |
+18,500
| New | +$3.44M |
|
|
WFM
30
DELISTED
Whole Foods Market Inc
WFM
| $3.02M | 2.16% |
98,175
+2,050
| +2% | +$61.7K |
|
31
TotalEnergies
TTE
$181B
| $2.72M | 1.95% |
53,342
+250
| +0.5% | +$12K |
|
|
32
Verizon
VZ
$178B
| – | – |
-13,075
| Closed | -$680K |
|
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