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
76
$407K 0.13%
5,031
-29,578
77
$398K 0.13%
1,135
-199
78
$394K 0.13%
505
-12
79
$386K 0.12%
5,173
-428
80
$381K 0.12%
+2,858
81
$364K 0.12%
1,657
-735
82
$356K 0.11%
1,122
-82
83
$353K 0.11%
1,321
-120
84
$351K 0.11%
13,763
-17,180
85
$342K 0.11%
5,408
+1,837
86
$331K 0.11%
9,269
-586
87
$317K 0.1%
3,548
+439
88
$316K 0.1%
2,646
-201
89
$315K 0.1%
+7,421
90
$307K 0.1%
1,850
-119
91
$304K 0.1%
+7,810
92
$288K 0.09%
6,800
-7,756
93
$284K 0.09%
8,648
+1,117
94
$270K 0.09%
+5,179
95
$265K 0.08%
9,043
+599
96
$260K 0.08%
1,116
-69
97
$257K 0.08%
+10,814
98
$257K 0.08%
3,464
-234
99
$252K 0.08%
+342
100
$252K 0.08%
1,872
-16,797
2 3
4
5 6