GVCM

Global View Capital Management Portfolio holdings

AUM $537M
1-Year Est. Return 29.01%
This Fund
S&P 500
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
+$24.7M
2
+$11.1M
3
+$8.33M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.9M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.41M

Top Sells

1
+$12.3M
2
+$12.1M
3
+$9.27M
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
126
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-11,719
127
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-53,014
128
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-1,550
129
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-2,725
130
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-8,863
131
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-11,292
132
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-2,654
133
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-8,215
134
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-23,578
135
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-11,907
136
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-26,509
137
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-1,741
2 3 4 5
6