GCM

Goldstream Capital Management Portfolio holdings

AUM $283M
1-Year Est. Return 41.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.57M
3
+$4.29M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.94M
5
AMZN icon
Amazon
AMZN
+$3.72M

Top Sells

1
+$8.28M
2
+$8.21M
3
+$2.39M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.26M
5
ON icon
ON Semiconductor
ON
+$1.58M

Sector Composition

1 Technology 52.55%
2 Consumer Discretionary 18.06%
3 Communication Services 17.85%
4 Healthcare 2.24%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
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