GCM

Graver Capital Management Portfolio holdings

AUM $119M
1-Year Est. Return 11.09%
This Quarter Est. Return
1 Year Est. Return
+11.09%
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
+$1.82M
2
+$1.07M
3
+$747K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$498K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$403K

Top Sells

1
+$747K
2
+$242K
3
+$65K
4
AAPL icon
Apple
AAPL
+$48.2K
5
MSFT icon
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
$201K 0.2%
+2,000
27
– –
-5,713
1
2