G

GlobalBridge Portfolio holdings

AUM $215M
1-Year Est. Return 22.99%
This Quarter Est. Return
1 Year Est. Return
+22.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1 +$3M
2 +$2.8M
3 +$2.23M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.21M
5
CVX icon
Chevron
CVX
+$1.98M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.84%
2 Industrials 13.56%
3 Technology 13.16%
4 Healthcare 13.01%
5 Energy 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$266K 0.14%
+13,439
227
$265K 0.14%
+5,675
228
$264K 0.14%
+1,608
229
$262K 0.14%
+3,390
230
$259K 0.14%
+20,107
231
$258K 0.14%
+11,875
232
$258K 0.14%
+1,680
233
$256K 0.14%
+2,430
234
$256K 0.14%
+3,723
235
$254K 0.14%
+9,702
236
$251K 0.14%
+6,023
237
$251K 0.14%
+33,783
238
$251K 0.14%
+9,862
239
$250K 0.14%
+7,030
240
$249K 0.14%
+3,264
241
$245K 0.13%
+10,344
242
$245K 0.13%
+7,896
243
$243K 0.13%
+2,355
244
$243K 0.13%
+9,032
245
$241K 0.13%
+9,939
246
$240K 0.13%
+4,695
247
$238K 0.13%
+6,318
248
$234K 0.13%
+795
249
$233K 0.13%
+4,741
250
$231K 0.13%
+1,830