GVCM

Global View Capital Management Portfolio holdings

AUM $537M
1-Year Est. Return 29.01%
This Quarter Est. Return
1 Year Est. Return
+29.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$12M
3
+$9.29M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$3.22M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.73M

Top Sells

1
+$13.5M
2
+$12.4M
3
+$9.26M
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

Sector Composition

1 Financials 0.88%
2 Technology 0.84%
3 Materials 0.46%
4 Consumer Staples 0.39%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.44%
+12,694
27
$1.26M 0.4%
2,596
-147
28
$1.26M 0.4%
12,937
-945
29
$1.23M 0.39%
7,776
-5
30
$1.16M 0.37%
23,148
+3,662
31
$1.16M 0.37%
5,652
+65
32
$1.05M 0.33%
+26,988
33
$1M 0.32%
10,917
-701
34
$927K 0.3%
35,586
-1,861
35
$922K 0.29%
+7,504
36
$909K 0.29%
+6,157
37
$897K 0.29%
17,871
+510
38
$894K 0.29%
8,929
-1,735
39
$878K 0.28%
17,513
+514
40
$843K 0.27%
20,857
-2,362
41
$799K 0.26%
+13,634
42
$783K 0.25%
+33,315
43
$779K 0.25%
7,056
-1,130
44
$775K 0.25%
2,541
-15
45
$769K 0.25%
+17,124
46
$768K 0.25%
+31,532
47
$724K 0.23%
28,410
+1,236
48
$724K 0.23%
8,892
-1,253
49
$716K 0.23%
47,302
+11,331
50
$705K 0.23%
2,618
+705
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