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
$137M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$17.2M
2 +$6.43M
3 +$4.91M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.99M
5
PANW icon
Palo Alto Networks
PANW
+$3.97M

Top Sells

1 +$12.2M
2 +$6.05M
3 +$1.29M
4
TSM icon
TSMC
TSM
+$919K
5
QCOM icon
Qualcomm
QCOM
+$840K

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
0
52
-7,375
53
-9,883
54
-2,796