GCM

Goldstream Capital Management Portfolio holdings

AUM $232M
1-Year Est. Return 33.37%
This Quarter Est. Return
1 Year Est. Return
+33.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$5.17M
3
+$3.91M
4
AMZN icon
Amazon
AMZN
+$3.31M
5
LLY icon
Eli Lilly
LLY
+$3.02M

Top Sells

1
+$5.94M
2
+$5.78M
3
+$3.13M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.77M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.67M

Sector Composition

1 Technology 59.83%
2 Communication Services 17.79%
3 Consumer Discretionary 12.64%
4 Healthcare 4.2%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$47.4K 0.03%
500
27
– –
0
28
– –
0
29
– –
-39,220
30
– –
-17,950
1
2