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
$241M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1 +$805K
2 +$802K
3 +$710K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$681K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$663K

Sector Composition

1 Technology 11.77%
2 Healthcare 8.49%
3 Financials 6.58%
4 Industrials 5.37%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-3,800