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
$164M
AUM Growth
-$99.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$502K
3
+$353K
4
HWM icon
Howmet Aerospace
HWM
+$335K
5
OKE icon
Oneok
OKE
+$334K

Top Sells

1
+$13.5M
2
+$7.06M
3
+$5.58M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.67M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.23M

Sector Composition

1 Technology 19.66%
2 Financials 12.84%
3 Healthcare 9.55%
4 Industrials 7.2%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
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