GZ
George Zachary Portfolio holdings
AUM
$2.34M
1-Year Est. Return
9.35%
1 Year Est. Return
+9.35%
AUM
$2.88M
AUM Growth
+$359K
(+14%)
Holding
4
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 37.85% |
| 2 | Financials | 24.26% |
| 3 | Real Estate | 6.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Marriott Vacations Worldwide
VAC
$1.71B
| $1.09M | 37.85% |
11,300
|
|
||
|
GRP.U
2
Granite Real Estate Investment Trust
GRP.U
$3.34B
| $904K | 31.42% |
15,000
|
|
||
3
DigitalBridge
DBRG
$2B
| $698K | 24.26% |
34,900
|
|
||
|
BRSP
4
BrightSpire Capital
BRSP
$693M
| $186K | 6.47% |
+12,000
|
|