GCMG

Gyroscope Capital Management Group Portfolio holdings

AUM $436M
1-Year Est. Return 17.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
-$8.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$6.63M
3
+$6.46M
4
CVS icon
CVS Health
CVS
+$2.86M
5
LUMN icon
Lumen
LUMN
+$2.75M

Top Sells

1
+$6.39M
2
+$6.28M
3
+$6.16M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.46M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.71M

Sector Composition

1 Technology 16.6%
2 Financials 11.62%
3 Industrials 11.16%
4 Healthcare 10.24%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$204K 0.1%
7,535
+701
102
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-69,571
103
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-164,014
104
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-14,079
105
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-11,627
106
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-3,544
107
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-11,408
108
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-15
109
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-8,750
110
– –
-14,246
111
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-11,159
112
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-6,306
113
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-3,910
114
– –
-7,681
115
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-5,430
116
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-13,912
117
– –
-8,930
118
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-3,756
119
– –
-11,415
120
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-175,066
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5