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
101
$325K 0.02%
+1,548
102
$321K 0.02%
+1,965
103
$315K 0.02%
+1,152
104
$311K 0.02%
+8,280
105
$310K 0.02%
+1,246
106
$306K 0.02%
+1,321
107
$299K 0.02%
+1,264
108
$297K 0.02%
+5,905
109
$296K 0.02%
+2,049
110
$295K 0.02%
+842
111
$291K 0.02%
+3,900
112
$291K 0.02%
+1,511
113
$284K 0.02%
+2,029
114
$281K 0.02%
+965
115
$273K 0.02%
+2,618
116
$261K 0.02%
+456
117
$258K 0.02%
+15,365
118
$254K 0.02%
+1,781
119
$253K 0.02%
+477
120
$250K 0.02%
+2,306
121
$248K 0.02%
+4,282
122
$246K 0.02%
+3,118
123
$237K 0.02%
+4,426
124
$235K 0.02%
+692
125
$219K 0.01%
+706
2 3 4
5
6