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GCA

Genesee Capital Advisors Portfolio holdings

AUM $239M
1-Year Est. Return 20.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$760M
AUM Growth
+$591M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$91M
3
+$87.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$69.4M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$63.9M

Top Sells

1
+$14.7M
2
+$12.4M
3
+$8.65M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$7.75M
5
AAPL icon
Apple
AAPL
+$6.61M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-11,043
127
– –
-2,386
128
– –
-2,420
129
– –
-61,775
130
– –
-11,671
131
– –
-9,784
2 3 4 5
6