GGI

GPM Growth Investors Portfolio holdings

AUM $260M
1-Year Est. Return 17.31%
This Quarter Est. Return
1 Year Est. Return
+17.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$7.53M
3
+$6.45M
4
V icon
Visa
V
+$6.26M
5
UNH icon
UnitedHealth
UNH
+$6.09M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 20.57%
2 Technology 19%
3 Healthcare 12.9%
4 Financials 9.42%
5 Consumer Discretionary 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 2.08%
+49,814
27
$2.25M 1.63%
+15,441
28
$2.2M 1.59%
+108,587
29
$2.07M 1.5%
+107,097
30
$1.98M 1.44%
+13,108
31
$1.2M 0.87%
+63,480
32
$867K 0.63%
+7,808
33
$799K 0.58%
+40,350
34
$707K 0.51%
+10,951
1
2