GT

Glenview Trust Portfolio holdings

AUM $5.78B
1-Year Est. Return 18.79%
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.34B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$19.2M
3
+$8.22M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$6.26M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$6.13M

Top Sells

1
+$41.4M
2
+$12.7M
3
+$10.9M
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$8.63M
5
NSC icon
Norfolk Southern
NSC
+$7.84M

Sector Composition

1 Technology 25.53%
2 Financials 10.09%
3 Healthcare 9.63%
4 Consumer Discretionary 6.63%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$941K 0.02%
32,625
277
$938K 0.02%
11,592
278
$934K 0.02%
19,323
+1,899
279
$932K 0.02%
3,851
-24
280
$932K 0.02%
2,787
+16
281
$930K 0.02%
21,436
-4,823
282
$917K 0.02%
36,400
283
$909K 0.02%
5,594
-10
284
$907K 0.02%
5,089
-1
285
$907K 0.02%
3,150
-111
286
$906K 0.02%
14,628
-17
287
$899K 0.02%
3,265
-10
288
$884K 0.02%
6,930
-207
289
$876K 0.02%
7,924
+2,029
290
$876K 0.02%
1,866
+359
291
$870K 0.02%
9,213
-30
292
$847K 0.02%
13,948
-189
293
$844K 0.02%
6,048
-216
294
$843K 0.02%
5,699
295
$823K 0.02%
6,764
-58
296
$823K 0.02%
+14,849
297
$815K 0.02%
4,336
+286
298
$811K 0.02%
15,288
+6,303
299
$806K 0.02%
5,408
+864
300
$803K 0.02%
4,739
+161
10 11
12
13 14