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
$307M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$6.14M
3
+$6.03M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.15M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.99M

Top Sells

1
+$13.4M
2
+$5.58M
3
+$5.46M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$5.3M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$5.15M

Sector Composition

1 Financials 4.15%
2 Consumer Discretionary 3.88%
3 Technology 3.07%
4 Consumer Staples 2.99%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.58M 1.17%
115,068
+45,915
27
$3.46M 1.12%
113,157
+94,566
28
$3.27M 1.07%
+90,994
29
$3.23M 1.05%
38,856
+9,962
30
$3.01M 0.98%
99,747
+76,299
31
$2.92M 0.95%
16,476
+1,721
32
$2.79M 0.91%
40,225
-76,400
33
$2.76M 0.9%
218,349
-15,774
34
$2.63M 0.85%
29,960
-36,300
35
$2.55M 0.83%
18,055
-5,815
36
$2.54M 0.83%
+103,234
37
$2.52M 0.82%
+53,145
38
$2.46M 0.8%
+94,895
39
$2.42M 0.79%
+82,228
40
$2.41M 0.79%
+93,634
41
$2.39M 0.78%
+124,141
42
$2.36M 0.77%
+95,721
43
$2.08M 0.68%
6,628
+4,478
44
$2.03M 0.66%
18,010
-2,565
45
$2M 0.65%
54,710
+20,810
46
$1.98M 0.65%
36,154
-1,016
47
$1.91M 0.62%
21,672
+9,845
48
$1.89M 0.62%
8,647
-600
49
$1.83M 0.6%
27,010
-46,360
50
$1.73M 0.56%
+8,875
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