GCM

Gunderson Capital Management Portfolio holdings

AUM $222M
1-Year Est. Return 99.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+99.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$7.58M
3
+$7.25M
4
VST icon
Vistra
VST
+$6.95M
5
CEG icon
Constellation Energy
CEG
+$6.54M

Top Sells

1
+$10.6M
2
+$9.56M
3
+$9.25M
4
GLD icon
SPDR Gold Trust
GLD
+$5.36M
5
TRV icon
Travelers Companies
TRV
+$4.53M

Sector Composition

1 Technology 34.97%
2 Communication Services 20.23%
3 Financials 16.67%
4 Utilities 7.53%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.12M 1.31%
6,281
+5,660
27
$3.12M 1.3%
+19,965
28
$3.05M 1.27%
+10,483
29
$2.82M 1.18%
+12,602
30
$2.82M 1.18%
+23,698
31
$2.74M 1.14%
+40,494
32
$2.66M 1.11%
+4,978
33
$2.57M 1.07%
+24,307
34
$2.13M 0.89%
+9,699
35
$2.11M 0.88%
2,703
+2,448
36
$1.7M 0.71%
+2,124
37
$1.52M 0.64%
+10,726
38
$1.46M 0.61%
+57,402
39
$1.32M 0.55%
+17,752
40
$922K 0.39%
4,493
-3,565
41
$392K 0.16%
396
-126
42
$261K 0.11%
+730
43
$231K 0.1%
3,936
-4,323
44
$203K 0.09%
1,944
+101
45
$170K 0.07%
34,318
-2,946
46
$29.1K 0.01%
+25,950
47
$19.9K 0.01%
+20,000
48
– –
-80,090
49
– –
-905
50
– –
-14,385
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