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GC
Gilfoyle & Co Portfolio holdings
AUM
$671K
This Fund
S&P 500
This Quarter
Est. Return
+13.6%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$671K
AUM Growth
+$632K
(+1,621%)
Cap. Flow
+$556K
Cap. Flow
% of AUM
82.96%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
14
New
9
Increased
1
Reduced
–
Closed
4
Top Buys
| 1 |
Booking.com
BKNG
|
+$346K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$39K |
| 3 |
Meta Platforms (Facebook)
META
|
+$32.6K |
| 4 |
Apple
AAPL
|
+$31K |
| 5 |
Home Depot
HD
|
+$31K |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
+$7.72K |
| 2 |
ARK Genomic Revolution ETF
ARKG
|
+$5.6K |
| 3 |
Cisco
CSCO
|
+$4.8K |
| 4 |
iShares US Consumer Staples ETF
IYK
|
+$1.9K |
Sector Composition
| 1 | Consumer Discretionary | 63.17% |
| 2 | Industrials | 13.28% |
| 3 | Communication Services | 8.15% |
| 4 | Technology | 7.75% |
| 5 | Financials | 6.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Booking.com
BKNG
$139B
| $389K | 57.94% |
+2,775
| New | +$346K |
|
|
2
Apple
AAPL
$4.76T
| $51.9K | 7.75% |
268
+168
| +168% | +$31K |
|
|
3
Berkshire Hathaway Class B
BRK.B
$1.06T
| $42.2K | 6.29% |
+111
| New | +$39K |
|
|
4
Meta Platforms (Facebook)
META
$1.72T
| $39.2K | 5.85% |
+100
| New | +$32.6K |
|
|
5
Home Depot
HD
$345B
| $35.1K | 5.23% |
+100
| New | +$31K |
|
6
Caterpillar
CAT
$420B
| $32.1K | 4.78% |
+107
| New | +$27.8K |
|
7
Waste Management
WM
$94.6B
| $30K | 4.47% |
+165
| New | +$27.7K |
|
8
Canadian National Railway
CNI
$75.4B
| $27K | 4.02% |
+162
| New | +$18.4K |
|
9
Alphabet (Google) Class A
GOOGL
$4.5T
| $15.4K | 2.3% |
+102
| New | +$13.7K |
|
10
Philip Morris
PM
$279B
| $9.12K | 1.36% |
+100
| New | +$9.21K |
|
|
11
ARK Genomic Revolution ETF
ARKG
$1.67B
| – | – |
-200
| Closed | -$5.6K |
|
|
12
Cisco
CSCO
$442B
| – | – |
-100
| Closed | -$4.8K |
|
|
13
iShares US Consumer Staples ETF
IYK
$1.36B
| – | – |
-30
| Closed | -$1.9K |
|
|
14
JPMorgan Chase
JPM
$932B
| – | – |
-50
| Closed | -$7.72K |
|
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