GTAM

Global Trust Asset Management Portfolio holdings

AUM $187M
1-Year Est. Return 22.63%
This Quarter Est. Return
1 Year Est. Return
+22.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$749K
3
+$475K
4
DDOG icon
Datadog
DDOG
+$450K
5
SMCI icon
Super Micro Computer
SMCI
+$443K

Top Sells

1
+$1.7M
2
+$1.06M
3
+$933K
4
PANW icon
Palo Alto Networks
PANW
+$597K
5
MSFT icon
Microsoft
MSFT
+$585K

Sector Composition

1 Technology 12.16%
2 Healthcare 8.36%
3 Financials 7.71%
4 Industrials 5.31%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$62.3K 0.03%
2,000
+1,200
252
$61.6K 0.03%
118
+7
253
$61.6K 0.03%
1,420
254
$61.4K 0.03%
2,286
255
$59.4K 0.02%
914
256
$56.1K 0.02%
305
-145
257
$54.1K 0.02%
204
258
$53.6K 0.02%
3,045
259
$53.6K 0.02%
512
260
$52.8K 0.02%
101
261
$52.6K 0.02%
1,430
262
$51.6K 0.02%
534
-250
263
$50K 0.02%
193
264
$48.6K 0.02%
1,114
265
$47.6K 0.02%
663
266
$47.5K 0.02%
360
-580
267
$46.5K 0.02%
61
268
$44.1K 0.02%
660
269
$41.4K 0.02%
957
270
$41K 0.02%
210
271
$40.8K 0.02%
1,500
272
$40.5K 0.02%
450
+200
273
$39.3K 0.02%
1,036
274
$38.9K 0.02%
+670
275
$38.2K 0.02%
290
9 10
11
12 13