GTAM

Global Trust Asset Management Portfolio holdings

AUM $253M
1-Year Est. Return 36.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$1.35M
3 +$1.12M
4
DIS icon
Walt Disney
DIS
+$892K
5
ABBV icon
AbbVie
ABBV
+$792K

Sector Composition

1 Technology 10.67%
2 Healthcare 9.54%
3 Financials 6.66%
4 Utilities 6.1%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-8,770
427
$0 ﹤0.01%
25
428
-21,825