GT

Glenview Trust Portfolio holdings

AUM $6.31B
1-Year Est. Return 21.22%
This Quarter Est. Return
1 Year Est. Return
+21.22%
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 10.12%
3 Healthcare 9.63%
4 Consumer Discretionary 6.63%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$802K 0.02%
11,599
302
$778K 0.01%
+7,281
303
$777K 0.01%
8,395
304
$762K 0.01%
+2,733
305
$758K 0.01%
36,870
306
$750K 0.01%
12,899
+338
307
$749K 0.01%
28,148
308
$734K 0.01%
1,991
+1
309
$711K 0.01%
32,500
-5,137
310
$708K 0.01%
10,563
+1,700
311
$705K 0.01%
11,489
+1,380
312
$690K 0.01%
21,615
-449
313
$688K 0.01%
14,335
-6,500
314
$688K 0.01%
4,221
+410
315
$687K 0.01%
2,453
316
$682K 0.01%
4,748
317
$678K 0.01%
3,154
+156
318
$668K 0.01%
11,074
-5,759
319
$660K 0.01%
17,851
320
$647K 0.01%
3,540
-1
321
$640K 0.01%
3,652
+10
322
$638K 0.01%
10,860
323
$635K 0.01%
3,148
+85
324
$622K 0.01%
4,656
325
$621K 0.01%
4,986
+93
11 12
13
14 15