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
51
$700K 0.22%
17,148
-1,582
52
$698K 0.22%
7,620
-552
53
$659K 0.21%
9,573
-743
54
$651K 0.21%
23,153
-3,106
55
$645K 0.21%
24,130
-3,291
56
$634K 0.2%
+3,006
57
$616K 0.2%
+5,628
58
$593K 0.19%
45,503
-251
59
$586K 0.19%
19,131
+496
60
$583K 0.19%
+6,119
61
$571K 0.18%
3,482
-204
62
$567K 0.18%
12,516
-1,023
63
$566K 0.18%
+21,225
64
$563K 0.18%
+2,608
65
$543K 0.17%
984
-160
66
$493K 0.16%
4,145
-380
67
$476K 0.15%
10,016
+4,031
68
$473K 0.15%
5,426
-358
69
$469K 0.15%
7,154
-16,803
70
$468K 0.15%
13,610
-12,840
71
$468K 0.15%
8,450
-486
72
$467K 0.15%
14,352
+250
73
$420K 0.13%
8,696
-25
74
$417K 0.13%
4,729
+733
75
$409K 0.13%
+7,455
1 2
3
4 5