GAM

GuardCap Asset Management Portfolio holdings

AUM $3.74B
1-Year Est. Return 1.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$24.9M
2 +$21.3M
3 +$18.4M
4
UNH icon
UnitedHealth
UNH
+$16.7M
5
CME icon
CME Group
CME
+$15.5M

Top Sells

1 +$218K
2 +$51K

Sector Composition

1 Financials 31.23%
2 Consumer Discretionary 25.18%
3 Healthcare 15.87%
4 Communication Services 11.01%
5 Technology 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$886K 0.07%
+8,000