GHAM
Gilman Hill Asset Management Portfolio holdings
AUM
$612M
This Quarter Return
+11.58%
1 Year Return
+9.17%
3 Year Return
+38.51%
5 Year Return
+100.73%
10 Year Return
+149.49%
AUM
$537M
AUM Growth
+$537M
(+5.6%)
Cap. Flow
-$16.9M
Cap. Flow
% of AUM
-3.14%
Top 10 Holdings %
Top 10 Hldgs %
21.08%
Holding
224
New
19
Increased
35
Reduced
113
Closed
12
Top Buys
| 1 |
American Tower
AMT
|
$5.88M |
| 2 |
Organon & Co
OGN
|
$3.6M |
| 3 |
Whirlpool
WHR
|
$3.11M |
| 4 |
iShares Select Dividend ETF
DVY
|
$2.66M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$2.35M |
Top Sells
| 1 |
VF Corp
VFC
|
$8.68M |
| 2 |
Crown Castle
CCI
|
$6.24M |
| 3 |
WPP
WPP
|
$2.48M |
| 4 |
AT&T
T
|
$1.36M |
| 5 |
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% |
