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
$207M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$878K
3 +$606K
4
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$172K
5
AMGN icon
Amgen
AMGN
+$40.7K

Top Sells

1 +$2.45M
2 +$2.17M
3 +$1.4M
4
CRM icon
Salesforce
CRM
+$470K
5
WSM icon
Williams-Sonoma
WSM
+$363K

Sector Composition

1 Technology 23.53%
2 Financials 17.06%
3 Healthcare 11.42%
4 Consumer Discretionary 10.37%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.18K ﹤0.01%
26
127
$1.01K ﹤0.01%
50
-330
128
$925 ﹤0.01%
30
129
$908 ﹤0.01%
200
130
$718 ﹤0.01%
15
131
$554 ﹤0.01%
8
132
$439 ﹤0.01%
10
133
$348 ﹤0.01%
125
134
$338 ﹤0.01%
4
135
$283 ﹤0.01%
20
136
$143 ﹤0.01%
4
137
$69 ﹤0.01%
1
138
-65