We are live on ! Find out more
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
151
– –
-700
152
– –
-1,100
153
– –
-170
154
– –
-70
155
– –
-764
156
– –
-32
157
– –
-400
158
– –
-17
159
– –
-482
160
– –
-34
161
– –
-56
162
– –
-1,000
163
– –
-400
164
– –
-9
165
– –
-800
166
– –
-22
167
– –
-109
168
– –
-1,000
169
– –
-600
170
– –
-160
171
– –
-400
172
– –
-400
3 4 5 6
7