GCM

Graver Capital Management Portfolio holdings

AUM $127M
1-Year Est. Return 15.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.1M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.14M
3
+$799K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$493K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$400K

Top Sells

1
+$789K
2
+$242K
3
+$69.7K
4
AAPL icon
Apple
AAPL
+$50.3K
5
MSFT icon
Microsoft
MSFT
+$2.45K

Sector Composition

1 Financials 1.99%
2 Consumer Staples 1.77%
3 Technology 1.49%
4 Consumer Discretionary 0.92%
5 Utilities 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$201K 0.2%
+2,000
27
– –
-5,713
1
2