GCM

Garland Capital Management Portfolio holdings

AUM $7.27M
1-Year Est. Return 14.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$88.8K
3
+$331

Top Sells

1
+$423K
2
+$289K
3
+$277K
4
NVS icon
Novartis
NVS
+$265K
5
ROK icon
Rockwell Automation
ROK
+$263K

Sector Composition

1 Healthcare 28.64%
2 Financials 16.56%
3 Industrials 14.74%
4 Energy 9.68%
5 Technology 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.63M 2.47%
61,437
-2,355
27
$3.51M 2.38%
107,289
-6,513
28
$3.47M 2.36%
+43,075
29
$3.13M 2.13%
23,410
-870
30
$3.01M 2.05%
30,658
-1,607
31
$571K 0.39%
4,134
-300
32
$91.3K 0.06%
1,099
33
$39.6K 0.03%
250
+2
34
$27.1K 0.02%
72
35
$6.4K ﹤0.01%
2,500
1
2