GHAM

Gilman Hill Asset Management Portfolio holdings

AUM $639M
1-Year Est. Return 3.55%
This Quarter Est. Return
1 Year Est. Return
+3.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$509M
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$4.69M
3
+$3.16M
4
METV icon
Roundhill Ball Metaverse ETF
METV
+$3.03M
5
VZ icon
Verizon
VZ
+$2.46M

Top Sells

1
+$11.1M
2
+$7.25M
3
+$3.77M
4
META icon
Meta Platforms (Facebook)
META
+$2.96M
5
PKX icon
POSCO
PKX
+$2.38M

Sector Composition

1 Real Estate 15.18%
2 Energy 12.2%
3 Technology 11.92%
4 Financials 11.19%
5 Industrials 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.47M 0.68%
17,646
-4,544
52
$3.44M 0.68%
77,180
+19,793
53
$3.42M 0.67%
58,883
-895
54
$3.29M 0.65%
32,293
+175
55
$3.28M 0.65%
55,986
+45
56
$3.28M 0.64%
79,696
+875
57
$3.21M 0.63%
6,347
+148
58
$3.16M 0.62%
+75,291
59
$3.15M 0.62%
38,870
+9,380
60
$3.11M 0.61%
31,539
+714
61
$3.1M 0.61%
48,159
+1,713
62
$3.09M 0.61%
39,379
+1,555
63
$3.04M 0.6%
20,372
-80
64
$3.03M 0.59%
+10,081
65
$3.02M 0.59%
160,900
+320
66
$2.98M 0.59%
60,356
+123
67
$2.93M 0.58%
28,627
-23,234
68
$2.93M 0.58%
6,665
-245
69
$2.78M 0.55%
42,050
-1,270
70
$2.77M 0.54%
40,012
+200
71
$2.72M 0.53%
36,399
-9,560
72
$2.5M 0.49%
25,309
-3,030
73
$2.47M 0.49%
18,715
-75
74
$2.45M 0.48%
16,464
-2
75
$2.43M 0.48%
6,542
+125
1 2
3
4 5