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
276
$58.4K 0.02%
1,186
-742
277
$58K 0.02%
+220
278
$57.8K 0.02%
206
-50
279
$56.9K 0.02%
710
+700
280
$56.9K 0.02%
1,114
281
$56.7K 0.02%
210
282
$56.1K 0.02%
1,430
283
$54.9K 0.02%
141
+40
284
$54.8K 0.02%
475
-60
285
$52.5K 0.02%
506
+100
286
$51.1K 0.02%
+1,000
287
$50.6K 0.02%
951
-248
288
$50.1K 0.02%
1,575
+650
289
$50K 0.02%
+400
290
$49.7K 0.02%
150
291
$49.3K 0.02%
1,100
+500
292
$47.9K 0.02%
+1,500
293
$45.7K 0.02%
480
+200
294
$43.6K 0.02%
1,500
295
$42.4K 0.02%
940
+900
296
$41.1K 0.02%
1,036
297
$39.8K 0.01%
201
298
$38.8K 0.01%
152
299
$38.4K 0.01%
370
300
$38.1K 0.01%
1,000
10 11
12
13 14