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
$225M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$1.39M
2 +$1.06M
3 +$964K
4
AMZN icon
Amazon
AMZN
+$64.1K
5
ADBE icon
Adobe
ADBE
+$54.4K

Top Sells

1 +$1.25M
2 +$837K
3 +$440K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$77.1K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$19K

Sector Composition

1 Technology 25.29%
2 Financials 15.71%
3 Healthcare 11.14%
4 Consumer Discretionary 10.2%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$561 ﹤0.01%
7
127
$540 ﹤0.01%
200
128
$489 ﹤0.01%
10
129
$297 ﹤0.01%
20
130
$269 ﹤0.01%
4
131
$225 ﹤0.01%
125
132
$214 ﹤0.01%
4
133
$56 ﹤0.01%
1
134
-680