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
401
$329K 0.01%
3,913
-192
402
$328K 0.01%
1,885
-118
403
$326K 0.01%
4,939
-679
404
$325K 0.01%
4,288
-32
405
$325K 0.01%
6,444
+16
406
$323K 0.01%
2,560
+370
407
$322K 0.01%
5,263
-227
408
$311K 0.01%
3,429
-489
409
$310K 0.01%
1,600
410
$309K 0.01%
9,688
-411
411
$306K 0.01%
5,061
-363
412
$303K 0.01%
2,575
+305
413
$302K 0.01%
1,501
+3
414
$301K 0.01%
1,583
415
$297K 0.01%
+2,350
416
$297K 0.01%
2,211
-10
417
$296K 0.01%
3,887
418
$295K 0.01%
2,017
-4
419
$292K 0.01%
1,620
-10
420
$289K 0.01%
4,413
-17
421
$288K 0.01%
3,192
+5
422
$287K 0.01%
10,488
-648
423
$283K 0.01%
1,530
-254
424
$280K 0.01%
2,978
-142
425
$279K 0.01%
6,933
-400
15 16
17
18 19