GCM
Graver Capital Management Portfolio holdings
AUM
$127M
1-Year Est. Return
15.92%
This Fund
S&P 500
1 Year Est. Return
+15.92%
AUM
$127M
AUM Growth
+$7.9M
(+6.7%)
Holding
26
Top Buys
| 1 | +$1.4M | |
| 2 | +$1.37M | |
| 3 | +$1.26M | |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$798K |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$542K |
Top Sells
| 1 | +$371K | |
| 2 | +$341K | |
| 3 | +$209K | |
| 4 |
Mondelez International
MDLZ
|
+$207K |
| 5 |
Advanced Drainage Systems
WMS
|
+$47.1K |
Sector Composition
| 1 | Financials | 1.59% |
| 2 | Technology | 1.26% |
| 3 | Consumer Staples | 1.18% |
| 4 | Consumer Discretionary | 0.71% |
| 5 | Industrials | 0.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Mondelez International
MDLZ
$73.3B
| – | – |
-3,321
|
|