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
1
$21.3M 8.9%
134,830
+18,975
2
$15M 6.27%
112,040
+12,300
3
$14.5M 6.05%
20,447
-867
4
$13.7M 5.75%
18,625
-327
5
$10.6M 4.43%
113,284
-111
6
$10.2M 4.27%
168,115
-11,009
7
$9.87M 4.12%
41,409
-1,226
8
$9.78M 4.09%
12,743
+5,180
9
$9.45M 3.95%
69,326
-70,136
10
$8.17M 3.42%
26,812
-17,599
11
$7.89M 3.3%
+15,483
12
$7.58M 3.17%
+81,216
13
$7.25M 3.03%
+32,011
14
$6.95M 2.91%
+35,871
15
$6.58M 2.75%
18,681
-597
16
$6.54M 2.74%
+20,276
17
$5.88M 2.46%
+28,610
18
$5.26M 2.2%
+19,070
19
$4.57M 1.91%
31,228
-39
20
$4.47M 1.87%
15,646
+2,364
21
$4.07M 1.7%
21,870
-2,043
22
$3.92M 1.64%
62,869
-1,340
23
$3.85M 1.61%
+665
24
$3.28M 1.37%
+32,058
25
$3.15M 1.32%
+12,770
1
2 3