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
76
$36.1K 0.03%
15,000
77
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-5,200
78
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-42,500
79
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-3,055
80
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-49,310
81
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-127,477
82
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-16,552
83
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-1,311
84
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-73,442
85
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-6,343
86
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-10,640
87
– –
-11,145
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4