GC
Grange Capital Portfolio holdings
AUM
$100M
1-Year Est. Return
15.47%
This Fund
S&P 500
1 Year Est. Return
+15.47%
AUM
$100M
AUM Growth
-$3.84M
(-3.7%)
Holding
53
Top Buys
| 1 | +$5.35M | |
| 2 | +$5.05M | |
| 3 | +$3.11M | |
| 4 |
KKR & Co
KKR
|
+$1.48M |
| 5 |
iShares International Select Dividend ETF
IDV
|
+$899K |
Top Sells
| 1 | +$3.22M | |
| 2 | +$2.3M | |
| 3 | +$1.49M | |
| 4 |
AKRE
Akre Focus ETF
AKRE
|
+$1.16M |
| 5 |
Starwood Property Trust
STWD
|
+$1.14M |
Sector Composition
| 1 | Financials | 12.74% |
| 2 | Technology | 11.35% |
| 3 | Industrials | 3.73% |
| 4 | Real Estate | 3.32% |
| 5 | Communication Services | 3.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vertex Pharmaceuticals
VRTX
$108B
| – | – |
-3,279
|
|
||
|
ALMS
52
Alumis Inc
ALMS
$2.55B
| – | – |
-32,000
|
|
||
|
AKRE
53
Akre Focus ETF
AKRE
$6.06B
| – | – |
-17,748
|
|