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GI

GS Investments Portfolio holdings

AUM $175M
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$773K
2
+$306K
3
+$219K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$155K
5
ADBE icon
Adobe
ADBE
+$141K

Top Sells

1
+$5.68M
2
+$4.12M
3
+$3.44M
4
META icon
Meta Platforms (Facebook)
META
+$2.35M
5
WFC icon
Wells Fargo
WFC
+$2.19M

Sector Composition

1 Technology 23.84%
2 Financials 16.37%
3 Consumer Discretionary 11.17%
4 Communication Services 10.04%
5 Healthcare 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$61.6K 0.03%
500
77
$58.3K 0.03%
+4,698
78
$54.2K 0.03%
672
+188
79
$49.8K 0.02%
497
-5
80
$49.7K 0.02%
1,490
81
$39.2K 0.02%
215
-15
82
$36.1K 0.02%
1,331
83
$28.2K 0.01%
600
84
$26.7K 0.01%
60
+5
85
$26.3K 0.01%
510
-31,700
86
$25.8K 0.01%
+2,000
87
$21.5K 0.01%
101
88
$19.9K 0.01%
+250
89
$18.6K 0.01%
275
90
$18.1K 0.01%
75
91
$16.7K 0.01%
350
92
$16.1K 0.01%
24
93
$14.1K 0.01%
50
94
$13.4K 0.01%
1,350
95
$10.8K 0.01%
103
96
$10.7K 0.01%
146
97
$7.81K ﹤0.01%
82
98
$7.59K ﹤0.01%
1,000
99
$6.76K ﹤0.01%
59
100
$6.66K ﹤0.01%
10
1 2 3
4
5