GCM

Gunderson Capital Management Portfolio holdings

AUM $271M
1-Year Est. Return 115.07%
This Quarter Est. Return
1 Year Est. Return
+115.07%
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
PGR icon
51
Progressive
PGR
$128B
– –
-14,385
QQQM icon
52
Invesco NASDAQ 100 ETF
QQQM
$64.8B
– –
-1,356
TRV icon
53
Travelers Companies
TRV
$60.2B
– –
-17,143
XEL icon
54
Xcel Energy
XEL
$47.5B
– –
-2,860
1 2
3