GCM
Gibraltar Capital Management Portfolio holdings
AUM
$512M
1-Year Return
9.58%
This Quarter Return
-3.72%
1 Year Return
+9.58%
3 Year Return
+47.84%
5 Year Return
+112.67%
10 Year Return
+257.7%
AUM
$463M
AUM Growth
+$236M
(+104%)
Cap. Flow
+$246M
Cap. Flow
% of AUM
53.12%
Top 10 Holdings %
Top 10 Hldgs %
40.36%
Holding
108
New
53
Increased
20
Reduced
21
Closed
9
Top Buys
| 1 |
Vanguard Small-Cap ETF
VB
|
$61.9M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$26.1M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$13.6M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$11.7M |
| 5 |
Vanguard Total Bond Market
BND
|
$11.1M |
Top Sells
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
$10M |
| 2 |
Nike
NKE
|
$5.87M |
| 3 |
Wells Fargo
WFC
|
$2.23M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.91M |
| 5 |
Coterra Energy
CTRA
|
$1.81M |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 10.43% |
| 3 | Consumer Staples | 6.44% |
| 4 | Energy | 6.06% |
| 5 | Consumer Discretionary | 5.38% |
