GL

Gerber LLC Portfolio holdings

AUM $179M
1-Year Est. Return 25.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.04%
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 +$2.29M
2 +$911K
3 +$705K
4
VLO icon
Valero Energy
VLO
+$357K
5
MNPR icon
Monopar Therapeutics
MNPR
+$202K

Top Sells

1 +$9.94M
2 +$534K
3 +$325K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$306K
5
ORCL icon
Oracle
ORCL
+$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
-16,135