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
$151M
AUM Growth
+$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Sells

1 +$6.61M
2 +$3.29M
3 +$2.78M
4
UNH icon
UnitedHealth
UNH
+$2.73M
5
PG icon
Procter & Gamble
PG
+$2.35M

Sector Composition

1 Financials 7.03%
2 Healthcare 6.79%
3 Technology 5.76%
4 Utilities 5.38%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$8K 0.01%
125
-18,990
277
$8K 0.01%
+93
278
$7K ﹤0.01%
1,350
279
$7K ﹤0.01%
95
280
$7K ﹤0.01%
+136
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$6K ﹤0.01%
132
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$6K ﹤0.01%
125
283
$6K ﹤0.01%
167
+26
284
$6K ﹤0.01%
69
285
$5K ﹤0.01%
96
286
$5K ﹤0.01%
216
287
$5K ﹤0.01%
51
288
$5K ﹤0.01%
50
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$4K ﹤0.01%
+74
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$4K ﹤0.01%
106
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$4K ﹤0.01%
101
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$4K ﹤0.01%
28
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$4K ﹤0.01%
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$4K ﹤0.01%
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+1
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$4K ﹤0.01%
50
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$4K ﹤0.01%
37
297
$4K ﹤0.01%
15
298
$4K ﹤0.01%
21
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$4K ﹤0.01%
29
300
$3K ﹤0.01%
71
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