GI
GS Investments Portfolio holdings
AUM
$226M
This Quarter Return
+0.89%
1 Year Return
+18.85%
3 Year Return
+91.35%
5 Year Return
+144.86%
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(+12%)
Cap. Flow
-$1.36M
Cap. Flow
% of AUM
-1%
Top 10 Holdings %
Top 10 Hldgs %
43.07%
Holding
120
New
2
Increased
28
Reduced
19
Closed
2
Top Buys
| 1 |
Revolve Group
RVLV
|
$515K |
| 2 |
Victory Capital Holdings
VCTR
|
$234K |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$77.1K |
| 4 |
CenterPoint Energy
CNP
|
$67K |
| 5 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$58.8K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$871K |
| 2 |
Albemarle
ALB
|
$836K |
| 3 |
McKesson
MCK
|
$477K |
| 4 |
Costco
COST
|
$79.2K |
| 5 |
Amgen
AMGN
|
$75.5K |
Sector Composition
| 1 | Financials | 24.1% |
| 2 | Healthcare | 15.69% |
| 3 | Technology | 11.64% |
| 4 | Consumer Discretionary | 11.61% |
| 5 | Industrials | 10.33% |
