GI

GS Investments Portfolio holdings

AUM $226M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$877K
2 +$290K
3 +$258K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$151K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$128K

Top Sells

1 +$5.52M
2 +$574K
3 +$416K
4
PYPL icon
PayPal
PYPL
+$169K
5
HSIC icon
Henry Schein
HSIC
+$135K

Sector Composition

1 Healthcare 18.12%
2 Technology 16.44%
3 Financials 14.15%
4 Industrials 10.74%
5 Consumer Discretionary 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-12,200
127
-97,625
128
-250