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
51
$692K 0.25%
10,145
+154
52
$691K 0.25%
11,606
-1,640
53
$688K 0.25%
+22,206
54
$684K 0.25%
27,174
+1,059
55
$680K 0.25%
7,278
-63
56
$661K 0.24%
+26,509
57
$625K 0.23%
18,802
-7,305
58
$624K 0.23%
45,754
-5,150
59
$600K 0.22%
13,539
-2,155
60
$581K 0.21%
3,686
+446
61
$544K 0.2%
35,971
-5,145
62
$536K 0.19%
1,144
-99
63
$535K 0.19%
18,635
-2,691
64
$520K 0.19%
5,784
-782
65
$501K 0.18%
9,472
-1,857
66
$499K 0.18%
20,746
-4,037
67
$491K 0.18%
4,525
-6,237
68
$485K 0.18%
8,936
-2,391
69
$476K 0.17%
+11,719
70
$472K 0.17%
+6,562
71
$455K 0.17%
2,392
-294
72
$445K 0.16%
14,102
-3,531
73
$427K 0.16%
517
-26
74
$425K 0.15%
1,913
-256
75
$424K 0.15%
1,334
-54
1 2
3
4 5