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
76
$415K 0.15%
8,721
-1,676
77
$381K 0.14%
1,441
-193
78
$367K 0.13%
8,863
-683
79
$365K 0.13%
2,847
-371
80
$364K 0.13%
3,170
-1,510
81
$364K 0.13%
3,996
-33
82
$364K 0.13%
9,855
-3,795
83
$352K 0.13%
5,601
-1,716
84
$337K 0.12%
1,969
+469
85
$324K 0.12%
7,624
-8,745
86
$312K 0.11%
1,204
-102
87
$308K 0.11%
+11,292
88
$298K 0.11%
3,698
-396
89
$284K 0.1%
+5,985
90
$280K 0.1%
4,540
-3,924
91
$269K 0.1%
1,550
-1,097
92
$261K 0.09%
+11,907
93
$254K 0.09%
3,109
-280
94
$251K 0.09%
+1,185
95
$244K 0.09%
8,444
-2,298
96
$233K 0.08%
+7,531
97
$233K 0.08%
3,571
+46
98
$225K 0.08%
2,725
-122,996
99
$212K 0.08%
1,126
-93
100
$209K 0.08%
11,057
-2,398
2 3
4
5 6