GCM

Garland Capital Management Portfolio holdings

AUM $31.5M
1-Year Est. Return 15%
This Quarter Est. Return
1 Year Est. Return
+15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.61M
3
+$299K
4
TTE icon
TotalEnergies
TTE
+$163K
5
NVS icon
Novartis
NVS
+$124K

Top Sells

1
+$5.41M
2
+$3.16M
3
+$350K
4
COST icon
Costco
COST
+$230K
5
ABBV icon
AbbVie
ABBV
+$200K

Sector Composition

1 Healthcare 30.85%
2 Industrials 16.8%
3 Financials 16.71%
4 Energy 8.9%
5 Technology 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 2.13%
+72,728
27
$2.73M 2.04%
72,931
+3,181
28
$2.61M 1.95%
+13,100
29
$749K 0.56%
5,679
-647
30
$186K 0.14%
2,042
-298
31
$37K 0.03%
245
+1
32
$25K 0.02%
72
33
– –
-400
34
– –
-69,000
35
– –
-13,856
1
2