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
$244M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Sells

1 +$1.64M
2 +$990K
3 +$853K
4
PANW icon
Palo Alto Networks
PANW
+$663K
5
MSFT icon
Microsoft
MSFT
+$563K

Sector Composition

1 Technology 12.16%
2 Healthcare 8.36%
3 Financials 7.71%
4 Industrials 5.31%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-400