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
426
$3.34K ﹤0.01%
10
427
$3.15K ﹤0.01%
1
428
$3.14K ﹤0.01%
25
429
$3.13K ﹤0.01%
100
430
$2.96K ﹤0.01%
100
431
$2.69K ﹤0.01%
7
432
$2.65K ﹤0.01%
13
433
$2.65K ﹤0.01%
30
434
$2.52K ﹤0.01%
10
435
$2.48K ﹤0.01%
22
436
$2.43K ﹤0.01%
11
-50
437
$2.43K ﹤0.01%
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438
$2.24K ﹤0.01%
200
439
$2.23K ﹤0.01%
27
+1
440
$2.18K ﹤0.01%
23
-267
441
$2.13K ﹤0.01%
53
442
$2K ﹤0.01%
17
443
$1.85K ﹤0.01%
224
444
$1.67K ﹤0.01%
11
445
$1.65K ﹤0.01%
20
446
$1.63K ﹤0.01%
50
447
$1.6K ﹤0.01%
15
448
$1.58K ﹤0.01%
83
449
$1.52K ﹤0.01%
42
450
$1.51K ﹤0.01%
210
-25
16 17
18
19 20