GCM
Goldstream Capital Management Portfolio holdings
AUM
$232M
This Quarter Return
+25.49%
1 Year Return
+33.37%
3 Year Return
+179.09%
5 Year Return
–
10 Year Return
–
AUM
$407M
AUM Growth
–
Cap. Flow
+$407M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
84.52%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Tesla
TSLA
|
$241M |
| 2 |
NVIDIA
NVDA
|
$25M |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$16.3M |
| 4 |
Coinbase
COIN
|
$15.1M |
| 5 |
Meta Platforms (Facebook)
META
|
$11.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 59.19% |
| 2 | Technology | 15.47% |
| 3 | Healthcare | 8.21% |
| 4 | Financials | 3.72% |
| 5 | Communication Services | 2.9% |
