GHAM
Gilman Hill Asset Management Portfolio holdings
AUM
$612M
This Quarter Return
+5.67%
1 Year Return
+9.17%
3 Year Return
+38.51%
5 Year Return
+100.73%
10 Year Return
+149.49%
AUM
$207M
AUM Growth
+$207M
(+7.8%)
Cap. Flow
+$6.79M
Cap. Flow
% of AUM
3.28%
Top 10 Holdings %
Top 10 Hldgs %
24.51%
Holding
185
New
16
Increased
68
Reduced
64
Closed
8
Top Buys
| 1 |
POT
Potash Corp Of Saskatchewan
POT
|
$4.29M |
| 2 |
NTRI
NutriSystem, Inc.
NTRI
|
$734K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$671K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$631K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$557K |
Top Sells
Sector Composition
| 1 | Real Estate | 14.54% |
| 2 | Communication Services | 11.14% |
| 3 | Consumer Discretionary | 10.4% |
| 4 | Industrials | 9.12% |
| 5 | Energy | 8.56% |
