GCM

Goldstream Capital Management Portfolio holdings

AUM $243M
1-Year Est. Return 49.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$5.05M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.81M
5
PANW icon
Palo Alto Networks
PANW
+$3.23M

Top Sells

1
+$9.29M
2
+$5.57M
3
+$1.18M
4
TSM icon
TSMC
TSM
+$919K
5
QCOM icon
Qualcomm
QCOM
+$811K

Sector Composition

1 Technology 53.26%
2 Consumer Discretionary 26.1%
3 Communication Services 7.8%
4 Healthcare 1.22%
5 Financials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-7,375
52
– –
-9,883
53
– –
-2,796
54
– –
0
1 2
3