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
$537M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$3.6M
3
+$3.11M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.66M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.35M

Top Sells

1
+$8.68M
2
+$6.24M
3
+$2.48M
4
T icon
AT&T
T
+$1.36M
5
IRM icon
Iron Mountain
IRM
+$919K

Sector Composition

1 Real Estate 15.76%
2 Technology 13.3%
3 Industrials 11.78%
4 Energy 11.16%
5 Financials 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.85M 0.72%
20,537
+165
52
$3.62M 0.67%
48,646
-10,885
53
$3.54M 0.66%
30,748
-54,140
54
$3.48M 0.65%
38,580
-290
55
$3.43M 0.64%
56,156
+170
56
$3.42M 0.64%
9,651
-430
57
$3.4M 0.63%
67,583
-375
58
$3.36M 0.62%
6,324
-23
59
$3.23M 0.6%
39,207
-172
60
$3.14M 0.58%
35,849
-550
61
$3.11M 0.58%
40,012
62
$3.06M 0.57%
41,855
-195
63
$3.02M 0.56%
72,881
-6,815
64
$3M 0.56%
6,400
-265
65
$2.98M 0.55%
58,098
-785
66
$2.89M 0.54%
43,919
-4,240
67
$2.83M 0.53%
25,214
-95
68
$2.82M 0.52%
31,434
-105
69
$2.8M 0.52%
149,750
-11,150
70
$2.73M 0.51%
56,351
-4,005
71
$2.66M 0.5%
+22,730
72
$2.54M 0.47%
5,001
-30
73
$2.53M 0.47%
16,354
-110
74
$2.48M 0.46%
15,815
+3,117
75
$2.47M 0.46%
32,251
-235
1 2
3
4 5