GTAM

Global Trust Asset Management Portfolio holdings

AUM $221M
1-Year Est. Return 30.84%
This Quarter Est. Return
1 Year Est. Return
+30.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.07M
3
+$949K
4
TSLA icon
Tesla
TSLA
+$733K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$654K

Top Sells

1
+$2.7M
2
+$1.07M
3
+$520K
4
LRCX icon
Lam Research
LRCX
+$474K
5
PFE icon
Pfizer
PFE
+$385K

Sector Composition

1 Technology 14.06%
2 Financials 7.78%
3 Healthcare 7.13%
4 Industrials 5.43%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$84.2K 0.03%
144
+10
252
$82.6K 0.03%
7,295
253
$79.9K 0.03%
2,762
-13,310
254
$79.3K 0.03%
+305
255
$76.9K 0.03%
86
256
$76.6K 0.03%
564
-50
257
$75.9K 0.03%
2,500
258
$72.1K 0.03%
1,550
+50
259
$70.2K 0.03%
800
-435
260
$69.9K 0.03%
569
261
$68.6K 0.03%
+190
262
$68.1K 0.03%
+819
263
$67.9K 0.03%
338
-1,858
264
$67.8K 0.03%
1,485
265
$66.7K 0.02%
1,420
266
$65.4K 0.02%
1,989
267
$65.2K 0.02%
314
+311
268
$64.4K 0.02%
2,286
269
$63.5K 0.02%
860
-33
270
$63.3K 0.02%
2,054
+8
271
$62.6K 0.02%
788
-40
272
$62.1K 0.02%
1,201
-300
273
$59.8K 0.02%
663
274
$59.6K 0.02%
1,200
+500
275
$58.6K 0.02%
+900
9 10
11
12 13