GCM
Gator Capital Management Portfolio holdings
AUM
$321M
1-Year Return
63.5%
This Quarter Return
+4.24%
1 Year Return
+63.5%
3 Year Return
+161.59%
5 Year Return
–
10 Year Return
–
AUM
$87.5M
AUM Growth
-$16.2M
(-16%)
Cap. Flow
-$19.8M
Cap. Flow
% of AUM
-22.64%
Top 10 Holdings %
Top 10 Hldgs %
43.25%
Holding
117
New
16
Increased
18
Reduced
20
Closed
35
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$919K |
| 2 |
CART
Carolina Trust BancShares
CART
|
$833K |
| 3 |
Lloyds Banking Group
LYG
|
$809K |
| 4 |
Federated Hermes
FHI
|
$513K |
| 5 |
LM
Legg Mason, Inc.
LM
|
$451K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2.09M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.05M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.04M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$2.04M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.03M |
Sector Composition
| 1 | Financials | 61.91% |
| 2 | Consumer Discretionary | 10.97% |
| 3 | Real Estate | 5.64% |
| 4 | Technology | 3.5% |
| 5 | Energy | 2.68% |
