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
376
$6.41K ﹤0.01%
44
377
$6.13K ﹤0.01%
203
378
$5.75K ﹤0.01%
200
-100
379
$5.75K ﹤0.01%
300
380
$5.54K ﹤0.01%
255
381
$5.41K ﹤0.01%
100
382
$5.33K ﹤0.01%
150
383
$5.33K ﹤0.01%
232
384
$5.04K ﹤0.01%
19
385
$4.96K ﹤0.01%
104
386
$4.88K ﹤0.01%
28
387
$4.85K ﹤0.01%
35
388
$4.76K ﹤0.01%
52
389
$4.31K ﹤0.01%
230
390
$4.08K ﹤0.01%
160
391
$4.01K ﹤0.01%
53
392
$3.72K ﹤0.01%
100
393
$3.66K ﹤0.01%
28
394
$3.48K ﹤0.01%
10
395
$3.39K ﹤0.01%
45
396
$3.16K ﹤0.01%
545
397
$3.15K ﹤0.01%
1
398
$3.1K ﹤0.01%
48
399
$2.92K ﹤0.01%
100
400
$2.89K ﹤0.01%
+100