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
$471M
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$91.4M
2
+$15.9M
3
+$15.1M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.63M
5
DDM icon
ProShares Ultra Dow30
DDM
+$3.89M

Top Sells

1
+$20.4M
2
+$9.29M
3
+$2.41M
4
URA icon
Global X Uranium ETF
URA
+$1.05M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1M

Sector Composition

1 Technology 0.68%
2 Financials 0.66%
3 Materials 0.45%
4 Energy 0.32%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
126
Microsoft
MSFT
$3.64T
$263K 0.06%
+508
PAVE icon
127
Global X US Infrastructure Development ETF
PAVE
$9.69B
$262K 0.06%
+5,495
SPYV icon
128
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.5B
$262K 0.06%
+4,728
GOOG icon
129
Alphabet (Google) Class C
GOOG
$3.81T
$256K 0.05%
+1,051
AVGO icon
130
Broadcom
AVGO
$1.8T
$251K 0.05%
+760
ITA icon
131
iShares US Aerospace & Defense ETF
ITA
$11.8B
$244K 0.05%
+1,165
EAGG icon
132
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.3B
$240K 0.05%
4,998
-5,018
EFG icon
133
iShares MSCI EAFE Growth ETF
EFG
$9.4B
$239K 0.05%
+2,101
NFLX icon
134
Netflix
NFLX
$463B
$223K 0.05%
1,860
+130
XLF icon
135
State Street Financial Select Sector SPDR ETF
XLF
$51.8B
$215K 0.05%
3,998
-145
LUMN icon
136
Lumen
LUMN
$9.37B
$108K 0.02%
17,667
-45
URA icon
137
Global X Uranium ETF
URA
$5.17B
– –
-26,988
XLI icon
138
State Street Industrial Select Sector SPDR ETF
XLI
$24.1B
– –
-16,338
KBDC
139
Kayne Anderson BDC
KBDC
$1.06B
– –
-15,468
BIL icon
140
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.6B
– –
-10,917
EFV icon
141
iShares MSCI EAFE Value ETF
EFV
$27.2B
– –
-3,803
IWM icon
142
iShares Russell 2000 ETF
IWM
$71.1B
– –
-2,608
META icon
143
Meta Platforms (Facebook)
META
$1.63T
– –
-342
NERD icon
144
Roundhill Video Games ETF
NERD
$22.4M
– –
-21,225
PPLT icon
145
abrdn Physical Platinum Shares ETF
PPLT
$2.05B
– –
-7,504
RPG icon
146
Invesco S&P 500 Pure Growth ETF
RPG
$1.55B
– –
-202,995
SPHY icon
147
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.3B
– –
-10,814
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