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
$328M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.4M
3
+$8.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.44M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$7.71M

Top Sells

1
+$8.45M
2
+$6.29M
3
+$5.21M
4
INDA icon
iShares MSCI India ETF
INDA
+$4.41M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$3.56M

Sector Composition

1 Technology 3.18%
2 Financials 2.75%
3 Communication Services 2.31%
4 Consumer Discretionary 1.43%
5 Consumer Staples 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,361
127
– –
-9,591
128
– –
-4,900
129
– –
-6,558
2 3 4 5
6