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
$113M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.43M
3
+$1.07M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$897K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$770K

Top Sells

1
+$201K
2
+$22.4K
3
+$8.22K

Sector Composition

1 Financials 1.79%
2 Consumer Staples 1.58%
3 Technology 1.34%
4 Consumer Discretionary 0.81%
5 Utilities 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,000
1
2