GI

GS Investments Portfolio holdings

AUM $184M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$1.58M
2 +$1.06M
3 +$721K
4
JPM icon
JPMorgan Chase
JPM
+$606K
5
WH icon
Wyndham Hotels & Resorts
WH
+$369K

Top Sells

1 +$525K
2 +$360K
3 +$239K
4
FIVE icon
Five Below
FIVE
+$141K
5
AAPL icon
Apple
AAPL
+$140K

Sector Composition

1 Technology 19.7%
2 Healthcare 16.96%
3 Financials 13%
4 Industrials 11.27%
5 Consumer Discretionary 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-50
127
-800