GVCM

Global View Capital Management Portfolio holdings

AUM $471M
1-Year Est. Return 28.39%
This Quarter Est. Return
1 Year Est. Return
+28.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$10.5M
3
+$7.18M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$4.9M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$3.53M

Top Sells

1
+$10.2M
2
+$9.05M
3
+$7.06M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.77M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.62M

Sector Composition

1 Financials 1%
2 Technology 0.86%
3 Materials 0.59%
4 Healthcare 0.45%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.53%
+2,743
27
$1.46M 0.53%
11,946
-520
28
$1.37M 0.5%
33,815
+11,385
29
$1.32M 0.48%
13,882
-184
30
$1.24M 0.45%
5,587
-909
31
$1.19M 0.43%
+23,578
32
$1.17M 0.43%
50,524
-43,854
33
$1.1M 0.4%
1,961
-4,106
34
$1.07M 0.39%
10,664
-1,141
35
$1.07M 0.39%
11,618
+2,811
36
$1.06M 0.39%
+8,215
37
$988K 0.36%
37,447
-6,917
38
$979K 0.36%
19,486
-4,244
39
$904K 0.33%
8,186
-1,143
40
$872K 0.32%
17,361
-1,283
41
$860K 0.31%
26,450
-6,635
42
$853K 0.31%
16,999
-4,286
43
$843K 0.31%
7,781
-596
44
$816K 0.3%
+26,259
45
$814K 0.3%
23,219
-6,406
46
$812K 0.29%
+27,421
47
$788K 0.29%
30,943
-13,807
48
$751K 0.27%
8,172
-1,878
49
$738K 0.27%
9,365
-225
50
$736K 0.27%
2,556
-525
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2
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