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
$210M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$438K
2
+$320K
3
+$299K
4
XBJL icon
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
+$174K
5
IJUL icon
Innovator International Developed Power Buffer ETF July
IJUL
+$130K

Top Sells

1
+$1.19M
2
+$628K
3
+$555K
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$514K
5
PFE icon
Pfizer
PFE
+$375K

Sector Composition

1 Technology 12.91%
2 Healthcare 8.97%
3 Financials 7.2%
4 Industrials 4.99%
5 Consumer Discretionary 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
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