GDS

Gimbel Daniel Scott Portfolio holdings

AUM $335M
1-Year Est. Return 24.39%
This Quarter Est. Return
1 Year Est. Return
+24.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1
+$13.4K

Top Sells

No sells this quarter

Sector Composition

1 Energy 98.38%
2 Communication Services 0.97%
3 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$279M 98.38%
6,238,865
+300
2
$2.74M 0.97%
20,000
3
$1.86M 0.66%
32,500