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
326
$25.6K 0.01%
200
327
$25.5K 0.01%
+400
328
$24.9K 0.01%
198
329
$23.6K 0.01%
2,350
-50
330
$23.5K 0.01%
500
331
$23K 0.01%
26
+10
332
$23K 0.01%
+200
333
$22.7K 0.01%
345
334
$22.6K 0.01%
+400
335
$22.6K 0.01%
503
+197
336
$22.4K 0.01%
203
337
$22.2K 0.01%
265
338
$22.1K 0.01%
130
-50
339
$21.7K 0.01%
129
340
$21.2K 0.01%
100
341
$20.6K 0.01%
100
342
$20.5K 0.01%
488
-100
343
$20.3K 0.01%
600
344
$19.9K 0.01%
+220
345
$19.8K 0.01%
225
346
$19.5K 0.01%
+300
347
$19.4K 0.01%
200
348
$19K 0.01%
474
349
$18.9K 0.01%
313
350
$18.7K 0.01%
73
12 13
14
15 16