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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
+5.21%
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
-$1.89M
Cap. Flow
-$7.9M
Cap. Flow %
-5.73%
Top 10 Hldgs %
44.56%
Holding
37
New
3
Increased
8
Reduced
16
Closed
2

Top Buys

1
BA icon
Boeing
BA
+$354K
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$226K
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$226K
4
SPG icon
Simon Property Group
SPG
+$18.7K
5
IBM icon
IBM
IBM
+$13.5K

Top Sells

1
LPT
Liberty Property Trust
LPT
+$5.08M
2
SVC
Service Properties Trust
SVC
+$3.05M
3
PG icon
Procter & Gamble
PG
+$236K
4
PEP icon
PepsiCo
PEP
+$150K
5
JPM icon
JPMorgan Chase
JPM
+$94.9K

Sector Composition

1 Healthcare 24.19%
2 Real Estate 19%
3 Financials 15.66%
4 Industrials 12.08%
5 Energy 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TTE icon
26
TotalEnergies
TTE
$181B
$3.25M 2.36%
58,852
+180
+0.3% +$9.52K
SPG icon
27
Simon Property Group
SPG
$71.2B
$3.19M 2.31%
21,390
+125
+0.6% +$18.7K
VTV icon
28
Vanguard Value ETF
VTV
$187B
$614K 0.44%
5,124
-60
-1% -$6.93K
BA icon
29
Boeing
BA
$170B
$326K 0.24%
+1,000
New +$354K
AAPL icon
30
Apple
AAPL
$4.66T
$308K 0.22%
4,200
– –
GOOG icon
31
Alphabet (Google) Class C
GOOG
$4.28T
$234K 0.17%
+3,500
New +$226K
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$4.3T
$234K 0.17%
+3,500
New +$226K
VNQ icon
33
Vanguard Real Estate ETF
VNQ
$38.8B
$163K 0.12%
1,762
-30
-2% -$2.78K
VTI icon
34
Vanguard Total Stock Market ETF
VTI
$663B
$131K 0.09%
800
– –
VOO icon
35
Vanguard S&P 500 ETF
VOO
$982B
$21K 0.02%
72
– –
SVC
36
Service Properties Trust
SVC
$1.15B
– –
-23,768
Closed -$3.05M
LPT
37
DELISTED
Liberty Property Trust
LPT
– –
-99,010
Closed -$5.08M
1
2

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