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
$148M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$4.2M
3
+$3.97M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.79M
5
AMZN icon
Amazon
AMZN
+$3.43M

Top Sells

1
+$7.86M
2
+$7.75M
3
+$2.23M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.09M
5
ON icon
ON Semiconductor
ON
+$1.58M

Sector Composition

1 Technology 52.55%
2 Consumer Discretionary 18.06%
3 Communication Services 17.85%
4 Healthcare 2.24%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,351
1 2
3