GVCM

Global View Capital Management Portfolio holdings

AUM $313M
This Quarter Return
-2.42%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$275M
AUM Growth
+$275M
Cap. Flow
+$3.5M
Cap. Flow %
1.27%
Top 10 Hldgs %
69.9%
Holding
141
New
19
Increased
14
Reduced
72
Closed
36

Top Buys

1
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
$28.9M
2
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
$10.5M
3
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$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
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
$10.2M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
$9.05M
3
QLD icon
ProShares Ultra QQQ
QLD
$7.06M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
$2.77M
5
XLI icon
Industrial Select Sector SPDR Fund
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 Shares
Change % 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.08T
$1.46M 0.53%
+2,743
New +$1.46M
ITOT icon
27
iShares Core S&P Total US Stock Market ETF
ITOT
$75B
$1.46M 0.53%
11,946
-520
-4% -$63.4K
ULST icon
28
SPDR SSGA Ultra Short Term Bond ETF
ULST
$613M
$1.37M 0.5%
33,815
+11,385
+51% +$463K
JNK icon
29
SPDR Bloomberg High Yield Bond ETF
JNK
$8.07B
$1.32M 0.48%
13,882
-184
-1% -$17.5K
AAPL icon
30
Apple
AAPL
$3.54T
$1.24M 0.45%
5,587
-909
-14% -$202K
GSST icon
31
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1,000M
$1.19M 0.43%
+23,578
New +$1.19M
BSJQ icon
32
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.14B
$1.17M 0.43%
50,524
-43,854
-46% -$1.02M
IVV icon
33
iShares Core S&P 500 ETF
IVV
$660B
$1.1M 0.4%
1,961
-4,106
-68% -$2.31M
GBIL icon
34
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.25B
$1.07M 0.39%
10,664
-1,141
-10% -$114K
BIL icon
35
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
$1.07M 0.39%
11,618
+2,811
+32% +$258K
GLTR icon
36
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$1.61B
$1.06M 0.39%
+8,215
New +$1.06M
SPIP icon
37
SPDR Portfolio TIPS ETF
SPIP
$962M
$988K 0.36%
37,447
-6,917
-16% -$182K
IGLB icon
38
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.47B
$979K 0.36%
19,486
-4,244
-18% -$213K
SHV icon
39
iShares Short Treasury Bond ETF
SHV
$20.7B
$904K 0.33%
8,186
-1,143
-12% -$126K
OBIL icon
40
US Treasury 12 Month Bill ETF
OBIL
$277M
$872K 0.32%
17,361
-1,283
-7% -$64.4K
SIVR icon
41
abrdn Physical Silver Shares ETF
SIVR
$2.54B
$860K 0.31%
26,450
-6,635
-20% -$216K
XBIL icon
42
US Treasury 6 Month Bill ETF
XBIL
$807M
$853K 0.31%
16,999
-4,286
-20% -$215K
NVDA icon
43
NVIDIA
NVDA
$4.15T
$843K 0.31%
7,781
-596
-7% -$64.6K
HARD icon
44
Simplify Commodities Strategy No K-1 ETF
HARD
$33.7M
$816K 0.3%
+26,259
New +$816K
FRDM icon
45
Freedom 100 Emerging Markets ETF
FRDM
$1.33B
$814K 0.3%
23,219
-6,406
-22% -$225K
CTA icon
46
Simplify Managed Futures Strategy ETF
CTA
$1.16B
$812K 0.29%
+27,421
New +$812K
MBSF icon
47
Regan Floating Rate MBS ETF
MBSF
$156M
$788K 0.29%
30,943
-13,807
-31% -$351K
L icon
48
Loews
L
$20.1B
$751K 0.27%
8,172
-1,878
-19% -$173K
XLU icon
49
Utilities Select Sector SPDR Fund
XLU
$20.8B
$738K 0.27%
9,365
-225
-2% -$17.7K
GLD icon
50
SPDR Gold Trust
GLD
$111B
$736K 0.27%
2,556
-525
-17% -$151K
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