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
351
$18.7K 0.01%
159
352
$18.3K 0.01%
300
353
$17.9K 0.01%
202
354
$17.1K 0.01%
100
355
$16.7K 0.01%
240
-24
356
$16.3K 0.01%
+100
357
$16.2K 0.01%
+200
358
$15.6K 0.01%
15
359
$15.2K 0.01%
47
360
$15.2K 0.01%
+300
361
$15.1K 0.01%
+300
362
$14.7K 0.01%
157
363
$14.6K 0.01%
300
364
$14.6K 0.01%
300
365
$14.4K 0.01%
53
366
$14K 0.01%
500
367
$13.8K 0.01%
500
368
$13.8K 0.01%
80
369
$13.6K 0.01%
675
370
$13.2K ﹤0.01%
200
371
$13.1K ﹤0.01%
50
372
$13.1K ﹤0.01%
+100
373
$12.4K ﹤0.01%
102
+50
374
$11.9K ﹤0.01%
+100
375
$11.8K ﹤0.01%
164
13 14
15
16 17