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
326
$18.1K 0.01%
265
327
$17.9K 0.01%
+400
328
$17.9K 0.01%
+450
329
$17.5K 0.01%
159
330
$16.9K 0.01%
73
331
$16.7K 0.01%
202
332
$16.4K 0.01%
300
333
$15.7K 0.01%
500
334
$15.3K 0.01%
15
335
$15.2K 0.01%
52
-101
336
$15.1K 0.01%
300
337
$14.3K 0.01%
157
338
$14.2K 0.01%
150
339
$13.9K 0.01%
+150
340
$13.9K 0.01%
306
+1
341
$13.8K 0.01%
47
342
$13.8K 0.01%
238
343
$13.6K 0.01%
+200
344
$13.1K 0.01%
310
-100
345
$13K 0.01%
+50
346
$12.8K 0.01%
61
347
$12.7K 0.01%
+115
348
$12.4K 0.01%
171
+100
349
$12.3K 0.01%
80
350
$12.3K 0.01%
50