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
$232M
AUM Growth
+$83.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$7.34M
2
+$5.08M
3
+$3.81M
4
SAP icon
SAP
SAP
+$3.48M
5
ZS icon
Zscaler
ZS
+$3.1M

Top Sells

1
+$4.36M
2
+$2.45M
3
+$1.83M
4
PANW icon
Palo Alto Networks
PANW
+$1.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Technology 56.05%
2 Communication Services 22.43%
3 Consumer Discretionary 14.94%
4 Industrials 2%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$79.3K 0.03%
758
-107
52
$65.7K 0.03%
3,226
53
– –
-9,941
1 2
3