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
$115M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$657K
3
+$560K
4
NVS icon
Novartis
NVS
+$425K
5
BK icon
Bank of New York Mellon
BK
+$411K

Top Sells

1
+$5.1M
2
+$3.47M
3
+$3.09M
4
TTE icon
TotalEnergies
TTE
+$2.93M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$52.8K

Sector Composition

1 Healthcare 32.65%
2 Financials 14.65%
3 Industrials 13.31%
4 Consumer Staples 9.64%
5 Technology 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.68M 5.81%
49,763
+25
2
$6.41M 5.58%
39,700
+625
3
$5.84M 5.08%
67,820
+1,405
4
$5.82M 5.06%
35,629
+245
5
$5.71M 4.97%
59,850
+1,600
6
$5.7M 4.96%
45,154
+1,040
7
$5.7M 4.96%
29,248
+215
8
$5.6M 4.88%
128,055
+2,500
9
$5.38M 4.68%
32,965
+650
10
$5.07M 4.41%
48,470
+1,175
11
$4.97M 4.33%
34,608
+325
12
$4.71M 4.1%
117,721
+3,400
13
$4.38M 3.81%
51,099
+2,437
14
$4.22M 3.67%
48,322
+1,300
15
$4.2M 3.66%
29,975
+135
16
$4.16M 3.62%
54,685
+5,590
17
$3.79M 3.3%
31,921
+1,805
18
$3.76M 3.27%
97,685
+10,660
19
$3.7M 3.22%
158,112
+2,975
20
$3.62M 3.15%
42,315
+4,380
21
$3.2M 2.79%
49,785
+590
22
$3.19M 2.77%
14,820
+1,720
23
$3.02M 2.63%
+30,430
24
$2.69M 2.34%
91,827
+19,099
25
$2.54M 2.21%
98,415
+25,484
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