GTAM
Global Trust Asset Management Portfolio holdings
AUM
$262M
1-Year Est. Return
50.53%
This Fund
S&P 500
1 Year Est. Return
+50.53%
AUM
$262M
AUM Growth
+$8.24M
(+3.3%)
Holding
504
Top Buys
| 1 | +$2.03M | |
| 2 | +$1.75M | |
| 3 | +$1.53M | |
| 4 |
SNDK
Sandisk
SNDK
|
+$1.47M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.3M |
Top Sells
| 1 | +$3.35M | |
| 2 | +$1.92M | |
| 3 | +$1.37M | |
| 4 |
Danaher
DHR
|
+$1.26M |
| 5 |
Seacoast Banking Corp of Florida
SBCF
|
+$975K |
Sector Composition
| 1 | Technology | 26.18% |
| 2 | Financials | 9.4% |
| 3 | Industrials | 8.64% |
| 4 | Healthcare | 5.91% |
| 5 | Consumer Discretionary | 4.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
Wells Fargo
WFC
$237B
| – | – |
-96
|
|
||
502
West Pharmaceutical
WST
$22.8B
| – | – |
-1,085
|
|
||
503
YPF
YPF
$20.8B
| – | – |
-1,200
|
|
||
504
Intuit
INTU
$90.7B
| – | – |
-6
|
|