GCP
Gill Capital Partners Portfolio holdings
AUM
$311M
This Quarter Return
+0.53%
1 Year Return
+12.85%
3 Year Return
+39.7%
5 Year Return
+46.42%
10 Year Return
–
AUM
$279M
AUM Growth
+$279M
(-0.16%)
Cap. Flow
+$27.5M
Cap. Flow
% of AUM
9.88%
Top 10 Holdings %
Top 10 Hldgs %
41.97%
Holding
139
New
8
Increased
48
Reduced
39
Closed
4
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$11.6M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$6.81M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$3.87M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$3.25M |
| 5 |
Schwab International Equity ETF
SCHF
|
$2.71M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 5.16% |
| 2 | Technology | 5.12% |
| 3 | Financials | 2.13% |
| 4 | Communication Services | 1.82% |
| 5 | Consumer Discretionary | 1.17% |
