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GCM

Goldstream Capital Management Portfolio holdings

AUM $67.1M
1-Year Est. Return 122.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+122.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$5.88M
3
+$5.32M
4
MSFT icon
Microsoft
MSFT
+$5.21M
5
ORCL icon
Oracle
ORCL
+$3.97M

Top Sells

1
+$3.69M
2
+$3.05M
3
+$2.15M
4
UBER icon
Uber
UBER
+$2.04M
5
COIN icon
Coinbase
COIN
+$1.5M

Sector Composition

1 Technology 58.79%
2 Communication Services 19.57%
3 Consumer Discretionary 16.47%
4 Industrials 1.84%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$658K 0.23%
1,308
27
$633K 0.22%
829
28
$577K 0.2%
866
29
$552K 0.19%
8,276
30
$534K 0.19%
2,196
31
$529K 0.19%
3,162
32
$479K 0.17%
2,582
33
$471K 0.17%
1,379
34
$417K 0.15%
2,687
35
$413K 0.15%
3,662
36
$381K 0.13%
412
37
$378K 0.13%
2,377
38
$334K 0.12%
669
39
$311K 0.11%
2,026
40
$298K 0.11%
1,287
41
$264K 0.09%
3,919
42
$231K 0.08%
649
43
$219K 0.08%
2,736
44
$197K 0.07%
400
45
$182K 0.06%
303
46
$154K 0.05%
1,838
47
$150K 0.05%
309
48
$138K 0.05%
1,246
49
$111K 0.04%
195
50
$79.4K 0.03%
3,226
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