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
451
$1.5K ﹤0.01%
10
452
$1.47K ﹤0.01%
25
453
$1.44K ﹤0.01%
25
454
$1.38K ﹤0.01%
8
-204
455
$1.36K ﹤0.01%
66
456
$1.3K ﹤0.01%
100
457
$1.22K ﹤0.01%
41
458
$1.03K ﹤0.01%
26
459
$1K ﹤0.01%
7
-100
460
$912 ﹤0.01%
12
461
$813 ﹤0.01%
24
462
$802 ﹤0.01%
113
463
$754 ﹤0.01%
10
464
$714 ﹤0.01%
4
465
$697 ﹤0.01%
50
466
$662 ﹤0.01%
5
467
$659 ﹤0.01%
10
468
$646 ﹤0.01%
6
469
$615 ﹤0.01%
20
470
$598 ﹤0.01%
25
471
$577 ﹤0.01%
8
472
$557 ﹤0.01%
4
473
$538 ﹤0.01%
15
474
$528 ﹤0.01%
10
-300
475
$489 ﹤0.01%
13
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