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
276
$37.5K 0.02%
280
277
$37.1K 0.02%
212
278
$36.7K 0.02%
201
279
$36.5K 0.02%
406
280
$36.5K 0.02%
1,000
281
$35.6K 0.01%
429
282
$34.9K 0.01%
201
283
$34.5K 0.01%
+430
284
$33.4K 0.01%
135
285
$33K 0.01%
501
+300
286
$32.2K 0.01%
588
287
$32K 0.01%
335
+150
288
$31.7K 0.01%
756
-201
289
$31.4K 0.01%
497
290
$31.2K 0.01%
56
291
$30.5K 0.01%
180
-551
292
$30.1K 0.01%
275
293
$29.2K 0.01%
418
+48
294
$28.5K 0.01%
600
295
$28.3K 0.01%
+400
296
$28K 0.01%
925
297
$27.1K 0.01%
902
298
$26.9K 0.01%
533
299
$26.6K 0.01%
145
-130
300
$25.1K 0.01%
283
-4