GT

Glenview Trust Portfolio holdings

AUM $6.48B
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
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
+$19.6M
2
+$19M
3
+$9.15M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$6.27M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$6.25M

Top Sells

1
+$41.4M
2
+$12.7M
3
+$11.2M
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$8.63M
5
NSC icon
Norfolk Southern
NSC
+$8.5M

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
476
$104K ﹤0.01%
+23,978
477
$59.4K ﹤0.01%
14,350
478
$38.6K ﹤0.01%
21,074
-9,875
479
– –
-89,290
480
– –
-3,108
481
– –
-9,300
482
– –
-6,000
483
– –
-13,366
484
– –
-5,646
485
– –
-3,712
486
– –
-5,329
487
– –
-828
488
– –
-1,927
489
– –
-4,408
490
– –
-3,760
491
– –
-1,731
492
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-4,510
493
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-3,019
494
– –
-3,099
495
– –
-2,383
496
– –
-829
497
– –
-5,169
498
– –
-1,140
499
– –
-5,392
500
– –
-8,400
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