GCM
Goldstream Capital Management Portfolio holdings
AUM
$232M
This Quarter Return
-1.78%
1 Year Return
+33.37%
3 Year Return
+179.09%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(-9.3%)
Cap. Flow
-$8.59M
Cap. Flow
% of AUM
-6.93%
Top 10 Holdings %
Top 10 Hldgs %
85.72%
Holding
48
New
6
Increased
8
Reduced
6
Closed
1
Top Buys
| 1 |
Synopsys
SNPS
|
$5.16M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.77M |
| 3 |
Broadcom
AVGO
|
$2.7M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.42M |
| 5 |
Amazon
AMZN
|
$1.86M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$11M |
| 2 |
Tesla
TSLA
|
$7.11M |
| 3 |
Apple
AAPL
|
$4.14M |
| 4 |
Microsoft
MSFT
|
$3.78M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.59M |
Sector Composition
| 1 | Technology | 49.3% |
| 2 | Consumer Discretionary | 23.3% |
| 3 | Communication Services | 12.85% |
| 4 | Financials | 1.72% |
| 5 | Healthcare | 1.54% |
