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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
-8.08%
1 Year Est. Return
+14.85%
3 Year Est. Return
+55.71%
5 Year Est. Return
+87%
10 Year Est. Return
+180.2%
AUM
$138M
AUM Growth
-$9.33M
Cap. Flow
+$3.83M
Cap. Flow %
2.76%
Top 10 Hldgs %
40.49%
Holding
40
New
5
Increased
21
Reduced
8
Closed
1

Top Buys

1
TTE icon
TotalEnergies
TTE
+$3.22M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$166K
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$158K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$110K
5
T icon
AT&T
T
+$107K

Top Sells

1
AAPL icon
Apple
AAPL
+$237K
2
ESS icon
Essex Property Trust
ESS
+$65.6K
3
PFE icon
Pfizer
PFE
+$21K
4
PLD icon
Prologis
PLD
+$9.2K
5
SVC
Service Properties Trust
SVC
+$7.31K

Sector Composition

1 Healthcare 22.92%
2 Real Estate 20.71%
3 Financials 13.04%
4 Technology 11.64%
5 Industrials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
26
IBM
IBM
$273B
$3.47M 2.5%
31,899
+178
+0.6% +$21.4K
PSA icon
27
Public Storage
PSA
$56.5B
$3.44M 2.49%
16,998
-15
-0.1% -$3.06K
T icon
28
AT&T
T
$150B
$3.41M 2.46%
158,186
+4,601
+3% +$107K
HIW icon
29
Highwoods Properties
HIW
$3.45B
$3.15M 2.28%
81,455
+175
+0.2% +$7.57K
TTE icon
30
TotalEnergies
TTE
$181B
$2.93M 2.12%
+56,137
New +$3.22M
SVC
31
Service Properties Trust
SVC
$1.15B
$2.87M 2.07%
24,038
-56
-0.2% -$7.31K
VTV icon
32
Vanguard Value ETF
VTV
$187B
$538K 0.39%
5,497
+150
+3% +$15.8K
BA icon
33
Boeing
BA
$170B
$322K 0.23%
1,000
– –
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$4.3T
$183K 0.13%
3,500
– –
GOOG icon
35
Alphabet (Google) Class C
GOOG
$4.28T
$181K 0.13%
3,500
– –
BSV icon
36
Vanguard Short-Term Bond ETF
BSV
$44.6B
$168K 0.12%
+2,133
New +$166K
VNQ icon
37
Vanguard Real Estate ETF
VNQ
$38.8B
$149K 0.11%
+2,002
New +$158K
VTI icon
38
Vanguard Total Stock Market ETF
VTI
$663B
$102K 0.07%
+800
New +$110K
VOO icon
39
Vanguard S&P 500 ETF
VOO
$982B
$17K 0.01%
+72
New +$17.8K
AAPL icon
40
Apple
AAPL
$4.66T
– –
-4,200
Closed -$237K
1
2

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