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
301
$37.2K 0.01%
429
302
$36.4K 0.01%
489
-23
303
$35.8K 0.01%
+200
304
$35.7K 0.01%
919
-38
305
$34.6K 0.01%
+600
306
$34.2K 0.01%
664
-250
307
$34K 0.01%
756
308
$33.9K 0.01%
192
309
$33.6K 0.01%
122
310
$33K 0.01%
1,000
311
$31.7K 0.01%
500
312
$31.4K 0.01%
281
-2
313
$31.2K 0.01%
+340
314
$31.1K 0.01%
497
315
$30.9K 0.01%
650
+550
316
$30.8K 0.01%
275
317
$29.8K 0.01%
+300
318
$28.5K 0.01%
+500
319
$27.5K 0.01%
+600
320
$27.2K 0.01%
+118
321
$27K 0.01%
533
322
$26.7K 0.01%
13
323
$26.1K 0.01%
300
324
$25.7K 0.01%
559
-7
325
$25.7K 0.01%
18
11 12
13
14 15