GCM
Graver Capital Management Portfolio holdings
AUM
$119M
1-Year Est. Return
11.09%
This Fund
S&P 500
1 Year Est. Return
+11.09%
AUM
$119M
AUM Growth
+$5.57M
(+4.9%)
Holding
26
Top Sells
| 1 | +$749K | |
| 2 | +$312K | |
| 3 | +$217K | |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$187K |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$120K |
Sector Composition
| 1 | Financials | 1.69% |
| 2 | Consumer Staples | 1.46% |
| 3 | Technology | 1.3% |
| 4 | Utilities | 0.8% |
| 5 | Consumer Discretionary | 0.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Mondelez International
MDLZ
$77.8B
| $207K | 0.17% |
3,321
|
|