GC

GFG Capital Portfolio holdings

AUM $290M
1-Year Est. Return 33.9%
This Quarter Est. Return
1 Year Est. Return
+33.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$8.09M
3 +$2.24M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$841K
5
COIN icon
Coinbase
COIN
+$803K

Sector Composition

1 Communication Services 16.13%
2 Technology 13.38%
3 Financials 12.39%
4 Consumer Discretionary 10.9%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$187K 0.06%
18,430
+150
127
$175K 0.05%
+305,125
128
$162K 0.05%
15,700
129
$161K 0.05%
10,450
130
-1,113
131
-10,000