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
$223M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$238K
2 +$134K
3 +$112K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$95.6K
5
TWLO icon
Twilio
TWLO
+$94.8K

Top Sells

1 +$139K
2 +$115K
3 +$113K
4
CVS icon
CVS Health
CVS
+$101K
5
PG icon
Procter & Gamble
PG
+$97.6K

Sector Composition

1 Technology 13.21%
2 Healthcare 8.89%
3 Financials 6.78%
4 Industrials 5.13%
5 Consumer Discretionary 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$17.8K 0.01%
129
+1
302
$17.3K 0.01%
459
303
$17.2K 0.01%
410
304
$16.6K 0.01%
+50
305
$16.4K 0.01%
225
306
$16.4K 0.01%
399
307
$16.4K 0.01%
392
308
$16.2K 0.01%
200
309
$16.1K 0.01%
18
310
$16K 0.01%
159
311
$15.5K 0.01%
216
312
$15.3K 0.01%
+700
313
$15K 0.01%
+600
314
$14.8K 0.01%
202
315
$14.7K 0.01%
133
+50
316
$14.3K 0.01%
265
317
$13.9K 0.01%
300
318
$13.7K 0.01%
500
319
$13.7K 0.01%
73
320
$13.3K 0.01%
+25
321
$13.1K 0.01%
201
-100
322
$12.8K 0.01%
500
323
$12.8K 0.01%
157
324
$12.7K 0.01%
238
325
$12.3K 0.01%
80