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
51
$1.65M 0.54%
+61,757
52
$1.52M 0.5%
11,460
-617
53
$1.52M 0.49%
21,031
-19,604
54
$1.48M 0.48%
48,195
+13,310
55
$1.44M 0.47%
+40,235
56
$1.4M 0.45%
60,269
-47,908
57
$1.36M 0.44%
6,125
-11,603
58
$1.27M 0.41%
+10,690
59
$1.25M 0.41%
21,354
-3,571
60
$1.22M 0.4%
19,835
-3,035
61
$1.13M 0.37%
21,845
-3,691
62
$1.06M 0.35%
+23,055
63
$1.04M 0.34%
61,625
+10,084
64
$1.04M 0.34%
+64,272
65
$949K 0.31%
+22,500
66
$909K 0.3%
3,327
-3,790
67
$866K 0.28%
28,235
-26,980
68
$839K 0.27%
+3,310
69
$823K 0.27%
+8,598
70
$806K 0.26%
+3,800
71
$801K 0.26%
+23,735
72
$783K 0.25%
13,333
-155
73
$781K 0.25%
+40,576
74
$739K 0.24%
+18,300
75
$715K 0.23%
5,136
-3,808
1 2
3
4 5