GCIM

Gunn & Company Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 28.52%
This Quarter Est. Return
1 Year Est. Return
+28.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
+$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$95.6M
2
+$82.2M
3
+$63.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$61.6M
5
JPM icon
JPMorgan Chase
JPM
+$60.7M

Top Sells

1
+$1.65M
2
+$938K
3
+$556K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$37.1K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$34K

Sector Composition

1 Technology 16.62%
2 Financials 14.98%
3 Consumer Staples 12.62%
4 Consumer Discretionary 11.47%
5 Healthcare 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$500K 0.03%
+5,150
77
$478K 0.03%
+10,854
78
$470K 0.03%
+4,560
79
$443K 0.03%
+4,909
80
$438K 0.03%
+5,832
81
$437K 0.03%
862
+362
82
$430K 0.03%
+2,473
83
$420K 0.03%
1,050
+95
84
$413K 0.03%
+1,397
85
$401K 0.03%
+1,980
86
$399K 0.03%
+3,282
87
$396K 0.03%
+4,877
88
$395K 0.03%
19,024
89
$388K 0.03%
+1,739
90
$387K 0.03%
+4,115
91
$381K 0.03%
+4,534
92
$377K 0.02%
+4,593
93
$363K 0.02%
+7,069
94
$361K 0.02%
+2,753
95
$357K 0.02%
2,994
+686
96
$352K 0.02%
+3,448
97
$341K 0.02%
+1,525
98
$340K 0.02%
+1,384
99
$331K 0.02%
+4,593
100
$329K 0.02%
+2,950
2 3
4
5 6