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
376
$11.8K ﹤0.01%
+100
377
$11.7K ﹤0.01%
755
378
$11K ﹤0.01%
191
379
$10.9K ﹤0.01%
187
380
$10.9K ﹤0.01%
201
381
$10.7K ﹤0.01%
120
-540
382
$10.7K ﹤0.01%
250
383
$10.3K ﹤0.01%
189
384
$10K ﹤0.01%
+200
385
$10K ﹤0.01%
21
386
$9.89K ﹤0.01%
150
387
$9.27K ﹤0.01%
51
+7
388
$9.02K ﹤0.01%
299
389
$8.58K ﹤0.01%
30
-10
390
$8.55K ﹤0.01%
9
391
$8.52K ﹤0.01%
300
392
$8.35K ﹤0.01%
64
393
$8.32K ﹤0.01%
+132
394
$8.25K ﹤0.01%
+69
395
$8.07K ﹤0.01%
186
396
$7.57K ﹤0.01%
+250
397
$7.37K ﹤0.01%
155
-40
398
$7.37K ﹤0.01%
156
399
$7.27K ﹤0.01%
203
400
$6.9K ﹤0.01%
+88
14 15
16
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