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
351
$511K 0.01%
+18,984
352
$511K 0.01%
4,149
-500
353
$501K 0.01%
12,261
-1,024
354
$499K 0.01%
3,958
+5
355
$490K 0.01%
+3,000
356
$489K 0.01%
3,043
+438
357
$488K 0.01%
4,318
+92
358
$484K 0.01%
7,168
+2,683
359
$481K 0.01%
5,515
+19
360
$479K 0.01%
9,700
-884
361
$477K 0.01%
3,080
-50
362
$476K 0.01%
3,945
-150
363
$473K 0.01%
5,331
-452
364
$465K 0.01%
2,348
-400
365
$461K 0.01%
3,950
+2,444
366
$460K 0.01%
2,579
367
$451K 0.01%
7,859
+2,567
368
$441K 0.01%
1,285
369
$441K 0.01%
18,758
370
$441K 0.01%
2,121
-24
371
$437K 0.01%
5,063
-2
372
$428K 0.01%
5,863
373
$428K 0.01%
4,051
-868
374
$426K 0.01%
1,419
375
$424K 0.01%
2,064
+12
13 14
15
16 17