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
$118M
AUM Growth
+$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$107K
2
+$64.9K
3
+$52.5K
4
BK icon
Bank of New York Mellon
BK
+$44.6K
5
JPM icon
JPMorgan Chase
JPM
+$31.8K

Top Sells

1
+$3.69M
2
+$1.97M
3
+$264K
4
XOM icon
Exxon Mobil
XOM
+$22.7K
5
NVS icon
Novartis
NVS
+$18.9K

Sector Composition

1 Healthcare 27.28%
2 Industrials 18%
3 Financials 15.34%
4 Real Estate 13.22%
5 Consumer Staples 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.36M 6.24%
43,725
+150
2
$6.71M 5.69%
32,222
+100
3
$6.62M 5.61%
52,065
+250
4
$6.58M 5.58%
47,280
+150
5
$6.16M 5.22%
39,162
+100
6
$5.98M 5.07%
55,845
+175
7
$5.54M 4.7%
71,028
+105
8
$5.44M 4.61%
30,530
+100
9
$5.39M 4.57%
146,550
-7,176
10
$5.38M 4.56%
120,171
+400
11
$5.29M 4.48%
35,672
+50
12
$4.79M 4.06%
50,705
-200
13
$4.37M 3.7%
29,876
+359
14
$4.32M 3.66%
63,200
+950
15
$3.98M 3.38%
51,049
+1,374
16
$3.95M 3.35%
32,840
+157
17
$3.85M 3.27%
90,800
+1,050
18
$3.65M 3.09%
39,175
+125
19
$3.59M 3.04%
15,556
20
$3.58M 3.04%
55,445
21
$3.5M 2.96%
41,380
+50
22
$3.19M 2.71%
147,084
+198
23
$2.98M 2.53%
75,300
+150
24
$2.8M 2.37%
39,182
+150
25
$2.17M 1.84%
52,657
-550
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