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
326
$616K 0.01%
3,148
-43
327
$612K 0.01%
1,802
-176
328
$611K 0.01%
11,288
+6,788
329
$609K 0.01%
7,987
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330
$603K 0.01%
5,660
331
$601K 0.01%
15,113
-54
332
$599K 0.01%
4,503
-1
333
$587K 0.01%
4,269
334
$577K 0.01%
10,179
335
$576K 0.01%
6,804
336
$575K 0.01%
15,009
337
$573K 0.01%
9,502
338
$567K 0.01%
6,616
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339
$559K 0.01%
+11,289
340
$553K 0.01%
2,239
-14
341
$545K 0.01%
8,089
342
$539K 0.01%
8,791
343
$539K 0.01%
10,006
344
$533K 0.01%
9,349
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345
$529K 0.01%
9,222
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346
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1,831
347
$516K 0.01%
2,430
+9
348
$516K 0.01%
906
349
$514K 0.01%
2,240
-964
350
$512K 0.01%
17,304
-15,102
12 13
14
15 16