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
$537M
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$14.8M
3
+$14.4M
4
QLD icon
ProShares Ultra QQQ
QLD
+$9.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.09M

Top Sells

1
+$16.7M
2
+$4.63M
3
+$2.74M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.7M
5
MQQQ
Tradr 2X Long Innovation 100 Monthly ETF
MQQQ
+$2.32M

Sector Composition

1 Financials 0.63%
2 Technology 0.54%
3 Materials 0.36%
4 Healthcare 0.34%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKHY icon
76
BNY Mellon High Yield Beta ETF
BKHY
$387M
$538K 0.1%
11,195
+252
PSLV icon
77
Sprott Physical Silver Trust
PSLV
$17.8B
$534K 0.1%
22,576
+4,389
PDBC icon
78
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.69B
$527K 0.1%
39,800
-818
SHY icon
79
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$508K 0.09%
6,132
+2,410
OKE icon
80
Oneok
OKE
$46.8B
$490K 0.09%
6,664
-44
NVDA icon
81
NVIDIA
NVDA
$4.53T
$489K 0.09%
2,621
-34
GLDM icon
82
SPDR Gold MiniShares Trust
GLDM
$27.2B
$482K 0.09%
5,647
-1,193
ENB icon
83
Enbridge
ENB
$104B
$482K 0.09%
10,076
-3,170
DIVD icon
84
Altrius Global Dividend ETF
DIVD
$14.8M
$472K 0.09%
12,252
+4,975
EMR icon
85
Emerson Electric
EMR
$84B
$444K 0.08%
3,345
+5
TRV icon
86
Travelers Companies
TRV
$60.1B
$442K 0.08%
1,523
-38
AMZN icon
87
Amazon
AMZN
$2.56T
$440K 0.08%
1,908
-170
SUSA icon
88
iShares ESG Optimized MSCI USA ETF
SUSA
$3.82B
$432K 0.08%
3,100
-2,329
XLP icon
89
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.3B
$432K 0.08%
5,556
+321
SHYG icon
90
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$8.06B
$430K 0.08%
10,022
+1,550
SPHY icon
91
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.6B
$429K 0.08%
+18,141
VZ icon
92
Verizon
VZ
$164B
$403K 0.08%
+9,893
BWX icon
93
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.29B
$401K 0.07%
17,805
-1,599
PLTR icon
94
Palantir
PLTR
$407B
$400K 0.07%
2,249
-173
MBSF icon
95
Regan Floating Rate MBS ETF
MBSF
$171M
$392K 0.07%
15,289
-752
HSY icon
96
Hershey
HSY
$40.1B
$384K 0.07%
2,112
-13
ARTY
97
iShares Future AI & Tech ETF
ARTY
$2.16B
$380K 0.07%
7,882
+2,065
PAVE icon
98
Global X US Infrastructure Development ETF
PAVE
$11B
$367K 0.07%
7,676
+2,181
SOXX icon
99
iShares Semiconductor ETF
SOXX
$20.3B
$358K 0.07%
1,190
+77
SSNC icon
100
SS&C Technologies
SSNC
$20.9B
$355K 0.07%
4,061
+44
2 3
4
5 6