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
$201M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.5M
3
+$9.29M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$6.65M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.33M

Top Sells

1
+$14.3M
2
+$10.2M
3
+$5.21M
4
INDA icon
iShares MSCI India ETF
INDA
+$4.66M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$3.54M

Sector Composition

1 Technology 2.71%
2 Healthcare 0.92%
3 Communication Services 0.71%
4 Consumer Discretionary 0.4%
5 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-115,321
52
– –
-48,353
1 2
3