GAM

Garrison Asset Management Portfolio holdings

AUM $197M
1-Year Est. Return 31.21%
This Quarter Est. Return
1 Year Est. Return
+31.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
-$377K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$2M
2 +$1.85M
3 +$695K
4
TT icon
Trane Technologies
TT
+$206K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$40.4K

Top Sells

1 +$1.01M
2 +$695K
3 +$509K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$285K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$268K

Sector Composition

1 Technology 28.17%
2 Industrials 17.57%
3 Healthcare 16.82%
4 Consumer Staples 6.92%
5 Energy 5.3%