GI

Glovista Investments Portfolio holdings

AUM $215M
1-Year Est. Return 10.51%
This Quarter Est. Return
1 Year Est. Return
+10.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.41M
3
+$8.35M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.11M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$4.81M

Top Sells

1
+$15.8M
2
+$10.2M
3
+$9.92M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$7.07M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$5.52M

Sector Composition

1 Consumer Discretionary 4.08%
2 Technology 3.81%
3 Consumer Staples 3.74%
4 Financials 3%
5 Communication Services 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.02%
+30,135
27
$2.85M 1.01%
85,140
+27,915
28
$2.82M 1%
234,123
+65,898
29
$2.8M 0.99%
+26,552
30
$2.61M 0.93%
14,755
-4,100
31
$2.45M 0.87%
94,169
+41,400
32
$2.39M 0.85%
28,894
-191,296
33
$2.31M 0.82%
20,575
-2,075
34
$2.3M 0.82%
37,051
+15,842
35
$2.14M 0.76%
13,620
-6,400
36
$2.07M 0.74%
72,367
-2,517
37
$2.04M 0.72%
69,153
-41,608
38
$2.03M 0.72%
81,270
-80,656
39
$1.95M 0.69%
+36,855
40
$1.88M 0.67%
+177,930
41
$1.86M 0.66%
+7,117
42
$1.86M 0.66%
108,177
+27,174
43
$1.85M 0.66%
9,247
-1,363
44
$1.83M 0.65%
37,170
+30,794
45
$1.7M 0.6%
55,215
-179,680
46
$1.46M 0.52%
39,456
-46,293
47
$1.43M 0.51%
24,925
+13,180
48
$1.41M 0.5%
+47,044
49
$1.41M 0.5%
36,368
-39,558
50
$1.4M 0.5%
12,077
+517
1
2
3 4 5