GI

Glovista Investments Portfolio holdings

AUM $215M
1-Year Est. Return 10.51%
This Fund
S&P 500
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
+$7.84M
2
+$5.72M
3
+$5.51M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.89M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.7M

Top Sells

1
+$13.4M
2
+$5.34M
3
+$5.22M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$5.21M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$4.67M

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
126
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-47,044
127
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-8,650
128
– –
-57,238
129
– –
-37,051
130
– –
-3,992
131
– –
-35,981
132
– –
-47,733
133
– –
-1,049
2 3 4 5
6