GT
Glenview Trust Portfolio holdings
AUM
$5.78B
This Quarter Return
+12.61%
1 Year Return
+18.79%
3 Year Return
+94.82%
5 Year Return
+164.01%
10 Year Return
–
AUM
$2.15B
AUM Growth
+$2.15B
(+11%)
Cap. Flow
+$8.21M
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
29.34%
Holding
353
New
22
Increased
87
Reduced
149
Closed
8
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$6.46M |
| 2 |
iShares Floating Rate Bond ETF
FLOT
|
$5.06M |
| 3 |
First Trust North American Energy Infrastructure Fund
EMLP
|
$3.41M |
| 4 |
US Bancorp
USB
|
$2.4M |
| 5 |
NextEra Energy, Inc.
NEE
|
$2.31M |
Top Sells
| 1 |
Apple
AAPL
|
$3.55M |
| 2 |
Gilead Sciences
GILD
|
$2.31M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.78M |
| 4 |
Chevron
CVX
|
$1.47M |
| 5 |
Microsoft
MSFT
|
$1.44M |
Sector Composition
| 1 | Technology | 19.11% |
| 2 | Financials | 11.23% |
| 3 | Consumer Staples | 11.02% |
| 4 | Healthcare | 10.33% |
| 5 | Consumer Discretionary | 8.63% |