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
$423M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$9.36M
3
+$7.55M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$7.39M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$6.59M

Top Sells

1
+$9.65M
2
+$8.44M
3
+$7.71M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$7.69M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.14M

Sector Composition

1 Technology 4.07%
2 Consumer Discretionary 2.56%
3 Financials 2.43%
4 Communication Services 2.25%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.41M 0.81%
+176,731
27
$3.35M 0.79%
127,418
+33,729
28
$3.18M 0.75%
66,255
-1,154
29
$2.93M 0.69%
12,517
-55
30
$2.89M 0.68%
79,042
+42,420
31
$2.87M 0.68%
+21,135
32
$2.86M 0.68%
10,285
-100
33
$2.83M 0.67%
124,212
+73,976
34
$2.81M 0.67%
13,806
+6,598
35
$2.66M 0.63%
+125,352
36
$2.62M 0.62%
59,140
+3,770
37
$2.6M 0.61%
16,780
-35
38
$2.57M 0.61%
31,140
-2,871
39
$2.48M 0.59%
+82,145
40
$2.27M 0.54%
51,665
-1,965
41
$2.23M 0.53%
+27,969
42
$2.18M 0.52%
49,317
-64,534
43
$2.16M 0.51%
6,106
+318
44
$2.13M 0.5%
77,230
+10,400
45
$2.09M 0.49%
9,375
46
$1.97M 0.46%
78,306
+68,231
47
$1.92M 0.45%
11,630
-500
48
$1.91M 0.45%
7,050
+100
49
$1.9M 0.45%
11,020
+1,160
50
$1.89M 0.45%
+73,944
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