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
401
$6.56K ﹤0.01%
405
402
$6.4K ﹤0.01%
166
403
$6.34K ﹤0.01%
100
404
$6.28K ﹤0.01%
+200
405
$5.96K ﹤0.01%
200
406
$5.78K ﹤0.01%
28
407
$5.7K ﹤0.01%
240
408
$5.68K ﹤0.01%
41
-101
409
$5.54K ﹤0.01%
150
410
$5.3K ﹤0.01%
48
411
$5.27K ﹤0.01%
19
412
$5.26K ﹤0.01%
230
413
$5.24K ﹤0.01%
255
414
$5.13K ﹤0.01%
104
415
$4.94K ﹤0.01%
50
-100
416
$4.89K ﹤0.01%
35
417
$4.6K ﹤0.01%
71
-100
418
$4.5K ﹤0.01%
160
419
$4.36K ﹤0.01%
53
420
$4.12K ﹤0.01%
100
421
$4.01K ﹤0.01%
545
422
$3.91K ﹤0.01%
28
423
$3.7K ﹤0.01%
351
+5
424
$3.46K ﹤0.01%
100
425
$3.46K ﹤0.01%
45
15 16
17
18 19