We are live on ! Find out more
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
51
$70.4K 0.02%
533
-225
52
– –
-4,291
53
– –
-14,815
54
– –
-12,143
55
– –
-21,839
1 2
3