GCM

Generation Capital Management Portfolio holdings

AUM $126M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$6.7M
3 +$6.27M
4
AAPL icon
Apple
AAPL
+$5.99M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.34%
2 Communication Services 10.13%
3 Consumer Discretionary 5.27%
4 Consumer Staples 4.31%
5 Financials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$50.4K 0.04%
+5,200
77
$27.8K 0.02%
+15,000