GIM

Greenwich Investment Management Portfolio holdings

AUM $109M
1-Year Est. Return 9.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$7.76M
2 +$6.5M
3 +$5.08M
4
VBNK
VersaBank
VBNK
+$3.86M
5
GSBD icon
Goldman Sachs BDC
GSBD
+$3.71M

Top Sells

1 +$1.57M
2 +$1.47M
3 +$1.37M
4
INGR icon
Ingredion
INGR
+$1.08M
5
PCEF icon
Invesco CEF Income Composite ETF
PCEF
+$410K

Sector Composition

1 Financials 65.44%
2 Energy 12.9%
3 Real Estate 8.71%
4 Technology 2.13%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-82,360
77
-1,413