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
$154M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$335K
2
+$307K
3
+$282K
4
NVS icon
Novartis
NVS
+$264K
5
WELL icon
Welltower
WELL
+$238K

Top Sells

No sells this quarter

Sector Composition

1 Industrials 20.31%
2 Healthcare 16.8%
3 Real Estate 14.73%
4 Consumer Staples 11.11%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.24M 4.06%
65,910
+1,000
2
$5.91M 3.85%
43,026
+389
3
$5.72M 3.72%
87,950
+1,900
4
$5.02M 3.27%
48,040
+1,350
5
$4.89M 3.19%
105,395
+3,650
6
$4.86M 3.16%
67,096
+1,828
7
$4.82M 3.13%
68,577
+1,317
8
$4.63M 3.02%
161,775
+5,700
9
$4.54M 2.95%
49,800
+2,100
10
$4.47M 2.91%
53,791
+3,180
11
$4.43M 2.88%
41,850
+1,600
12
$4.43M 2.88%
48,950
+2,250
13
$4.38M 2.85%
57,875
+3,150
14
$4.35M 2.83%
69,580
+3,600
15
$4.29M 2.79%
145,048
+7,009
16
$4.12M 2.68%
101,805
+4,450
17
$4.02M 2.62%
220,640
+9,688
18
$3.99M 2.6%
35,925
+1,100
19
$3.8M 2.47%
74,000
+3,250
20
$3.79M 2.47%
94,648
+5,161
21
$3.78M 2.46%
39,990
+1,350
22
$3.76M 2.45%
24,497
+1,150
23
$3.75M 2.44%
134,676
+11,055
24
$3.68M 2.4%
32,832
+1,300
25
$3.66M 2.38%
30,218
+2,326
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