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GCM

GKV Capital Management Portfolio holdings

AUM $267M
1-Year Est. Return 45.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.78M
3
+$2.52M
4
BABA icon
Alibaba
BABA
+$2.17M
5
POWL icon
Powell Industries
POWL
+$1.29M

Top Sells

1
+$2.53M
2
+$2.4M
3
+$1.83M
4
ORCL icon
Oracle
ORCL
+$1.83M
5
SPG icon
Simon Property Group
SPG
+$1.68M

Sector Composition

1 Technology 36.21%
2 Healthcare 11.95%
3 Consumer Discretionary 11.47%
4 Industrials 10.7%
5 Financials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$310K 0.14%
1,700
77
$308K 0.14%
1,000
78
$262K 0.12%
4,400
79
$247K 0.11%
1,000
80
$247K 0.11%
+1,600
81
$246K 0.11%
1,422
-40
82
$241K 0.11%
625
-200
83
$230K 0.1%
1,000
84
$223K 0.1%
2,250
85
$218K 0.1%
700
86
$208K 0.09%
900
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87
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5 6