GIM
Groesbeck Investment Management Portfolio holdings
AUM $71.5M
AUM
$71.5M
AUM Growth
-$5.42M (-7%)
Cap. Flow
-$2.3M
Cap. Flow % of AUM
-3.22%
Top 10 Holdings %Top 10 Hldgs %
34.96%
Holding
88
New
1
Increased
–
Reduced
28
Closed
4
Top Buys
1 | $273K |
Top Sells
1 | $298K | |
2 | $240K | |
3 | $140K | |
4 | $118K | |
5 | $104K |
Sector Composition
1 | Technology | 26.66% |
2 | Healthcare | 18.46% |
3 | Consumer Discretionary | 9.86% |
4 | Financials | 9.72% |
5 | Industrials | 7.42% |