GL

Gerber LLC Portfolio holdings

AUM $159M
1-Year Est. Return 36.98%
This Quarter Est. Return
1 Year Est. Return
+36.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.24M
2 +$877K
3 +$676K
4
VLO icon
Valero Energy
VLO
+$356K
5
XOM icon
Exxon Mobil
XOM
+$210K

Top Sells

1 +$7.73M
2 +$534K
3 +$300K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$261K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$247K

Sector Composition

1 Technology 16.48%
2 Financials 12.13%
3 Healthcare 3.73%
4 Communication Services 2.8%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,418