GP

Geneva Partners Portfolio holdings

AUM $252M
1-Year Est. Return 37.85%
This Quarter Est. Return
1 Year Est. Return
+37.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$4.6M
3
+$4.27M
4
AMD icon
Advanced Micro Devices
AMD
+$3.86M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.79M

Top Sells

1
+$3.24M
2
+$2.7M
3
+$2.58M
4
TSLA icon
Tesla
TSLA
+$2.29M
5
BKNG icon
Booking.com
BKNG
+$1.95M

Sector Composition

1 Technology 36.8%
2 Industrials 13.52%
3 Healthcare 9.71%
4 Communication Services 9.25%
5 Consumer Discretionary 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-31,000
77
– –
-9,211
78
– –
-16,939
79
– –
-3,858
80
– –
-793
81
– –
-1,750
1 2 3
4