GCM

Generation Capital Management Portfolio holdings

AUM $154M
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.56M
3
+$1.45M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.42M
5
UBER icon
Uber
UBER
+$1.36M

Top Sells

1
+$2.65M
2
+$2.27M
3
+$2.03M
4
CRM icon
Salesforce
CRM
+$1.7M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$1.12M

Sector Composition

1 Technology 14.59%
2 Communication Services 9.14%
3 Consumer Discretionary 6.55%
4 Financials 4.68%
5 Consumer Staples 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$522K 0.41%
3,415
+161
52
$514K 0.41%
+9,240
53
$507K 0.4%
10,000
54
$478K 0.38%
1,126
+346
55
$459K 0.36%
4,555
-100
56
$449K 0.36%
+20,930
57
$448K 0.35%
+6,078
58
$408K 0.32%
18,600
59
$404K 0.32%
1,190
60
$374K 0.3%
14,131
61
$341K 0.27%
2,580
+139
62
$340K 0.27%
1,830
+115
63
$329K 0.26%
2,785
64
$305K 0.24%
2,468
+113
65
$299K 0.24%
2,966
+57
66
$287K 0.23%
2,109
+59
67
$267K 0.21%
+1,221
68
$255K 0.2%
+9,630
69
$252K 0.2%
4,783
+333
70
$245K 0.19%
+445
71
$232K 0.18%
9,514
72
$204K 0.16%
+6,256
73
$187K 0.15%
11,624
74
$166K 0.13%
16,748
75
$141K 0.11%
10,000
1 2
3
4