GCM
Graver Capital Management Portfolio holdings
AUM
$113M
1 Year Est. Return
–
AUM
$98.1M
AUM Growth
+$2.4M
(+2.5%)
Holding
27
Top Buys
| 1 | +$1.82M | |
| 2 | +$1.07M | |
| 3 | +$747K | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$498K |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$403K |
Top Sells
| 1 | +$747K | |
| 2 | +$242K | |
| 3 | +$65K | |
| 4 |
Apple
AAPL
|
+$48.2K |
| 5 |
Microsoft
MSFT
|
+$2.25K |
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
Ameren
AEE
$27.6B
| $201K | 0.2% |
+2,000
|
|
||
27
Enbridge
ENB
$102B
| – | – |
-5,713
|
|