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
$210M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$7.45M
2 +$3.68M
3 +$3.46M
4
LLY icon
Eli Lilly
LLY
+$3.21M
5
AMZN icon
Amazon
AMZN
+$2.42M

Top Sells

1 +$5.78M
2 +$5.28M
3 +$2.99M
4
ANET icon
Arista Networks
ANET
+$1.63M
5
PDD icon
Pinduoduo
PDD
+$1.47M

Sector Composition

1 Technology 58.97%
2 Communication Services 17.51%
3 Consumer Discretionary 13.73%
4 Healthcare 5.65%
5 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-5,442
27
-330
28
-2,730
29
-500