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
$162M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.29M
3
+$1.65M
4
WD icon
Walker & Dunlop
WD
+$607K
5
AAPL icon
Apple
AAPL
+$270K

Top Sells

1
+$2.89M
2
+$2.56M
3
+$2.26M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$338K
5
SBUX icon
Starbucks
SBUX
+$192K

Sector Composition

1 Technology 27.13%
2 Industrials 13.68%
3 Healthcare 9.79%
4 Financials 9.53%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.57M 1.58%
39,752
+93
27
$2.54M 1.56%
7,154
+160
28
$2.4M 1.48%
10,769
-4
29
$2.35M 1.44%
14,907
-34
30
$2.29M 1.41%
+1,930
31
$2.27M 1.4%
21,217
-1,795
32
$1.43M 0.88%
64,308
+3,752
33
$1.17M 0.72%
54,927
+4,410
34
$1.09M 0.67%
3,071
-99
35
$794K 0.49%
4,939
-36
36
$693K 0.43%
6,108
+156
37
– –
-21,705
38
– –
-14,700
39
– –
-26,606
1
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