GGI
GPM Growth Investors Portfolio holdings
AUM
$252M
1-Year Return
16.02%
This Quarter Return
-5.18%
1 Year Return
+16.02%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$182M
AUM Growth
-$19.1M
(-9.5%)
Cap. Flow
-$9.17M
Cap. Flow
% of AUM
-5.05%
Top 10 Holdings %
Top 10 Hldgs %
55.71%
Holding
38
New
1
Increased
22
Reduced
7
Closed
6
Top Buys
| 1 |
Edwards Lifesciences
EW
|
+$3.07M |
| 2 |
Amazon
AMZN
|
+$2.95M |
| 3 |
Microchip Technology
MCHP
|
+$1.61M |
| 4 |
Analog Devices
ADI
|
+$1.5M |
| 5 |
Walker & Dunlop
WD
|
+$1.05M |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
+$5.38M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$4.4M |
| 3 |
Stanley Black & Decker
SWK
|
+$3.53M |
| 4 |
Schwab 1-5 Year Corporate Bond ETF
SCHJ
|
+$3.48M |
| 5 |
Check Point Software Technologies
CHKP
|
+$3.1M |
Sector Composition
| 1 | Technology | 26.96% |
| 2 | Consumer Discretionary | 13.4% |
| 3 | Financials | 12.66% |
| 4 | Healthcare | 9.37% |
| 5 | Industrials | 7.38% |
