GTAM
Global Trust Asset Management Portfolio holdings
AUM
$221M
1-Year Est. Return
30.84%
1 Year Est. Return
+30.84%
AUM
$187M
AUM Growth
+$22.9M
(+14%)
Holding
505
Top Buys
| 1 | +$1.58M | |
| 2 | +$1.27M | |
| 3 | +$1.24M | |
| 4 |
Amazon
AMZN
|
+$968K |
| 5 |
HEICO Corp
HEI
|
+$895K |
Top Sells
| 1 | +$606K | |
| 2 | +$492K | |
| 3 | +$477K | |
| 4 |
Dimensional International Value ETF
DFIV
|
+$450K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$431K |
Sector Composition
| 1 | Technology | 23.18% |
| 2 | Financials | 12.59% |
| 3 | Healthcare | 8.22% |
| 4 | Industrials | 7.69% |
| 5 | Consumer Discretionary | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
iShares MSCI EAFE ETF
EFA
$68.7B
| – | – |
-832
|
|
||
502
Darden Restaurants
DRI
$20.2B
| – | – |
-550
|
|
||
503
Dimensional International Small Cap Value ETF
DISV
$3.61B
| – | – |
-1,300
|
|
||
504
CBRE Group
CBRE
$45.2B
| – | – |
-125
|
|
||
505
Avantis Emerging Markets Equity ETF
AVEM
$13.9B
| – | – |
-100
|
|