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
476
$104K ﹤0.01%
+23,978
477
$59.4K ﹤0.01%
14,350
478
$38.6K ﹤0.01%
21,074
-9,875
479
– –
-6,000
480
– –
-13,366
481
– –
-5,646
482
– –
-3,712
483
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-5,329
484
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-828
485
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-1,927
486
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-4,408
487
– –
-3,760
488
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-1,731
489
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-4,510
490
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-3,019
491
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-89,290
492
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-3,099
493
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-2,383
494
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-829
495
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-5,169
496
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-1,140
497
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-5,392
498
– –
-8,400
499
– –
-1,640,832
500
– –
-3,108
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