GCP

Gill Capital Partners Portfolio holdings

AUM $311M
1-Year Est. Return 12.85%
This Quarter Est. Return
1 Year Est. Return
+12.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
-$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$1.67M
2 +$1.47M
3 +$1.33M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.32M
5
VTV icon
Vanguard Value ETF
VTV
+$811K

Sector Composition

1 Consumer Staples 3.85%
2 Financials 2.58%
3 Technology 2.17%
4 Communication Services 1.15%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-541
127
-5,622
128
-612
129
-35,906