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GI

Glovista Investments Portfolio holdings

AUM $215M
1-Year Est. Return 10.51%
This Fund
S&P 500
This Quarter Est. Return
+4.59%
1 Year Est. Return
+10.51%
3 Year Est. Return
-2.48%
5 Year Est. Return
+26.98%
10 Year Est. Return
+58.74%
AUM
$502M
AUM Growth
-$21.6M
Cap. Flow
-$40.4M
Cap. Flow %
-8.04%
Top 10 Hldgs %
58.38%
Holding
127
New
22
Increased
30
Reduced
29
Closed
37

Sector Composition

Rank Sector Weight
1 Communication Services 2.76%
2 Technology 2.28%
3 Consumer Staples 2.07%
4 Materials 1.06%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MCHI icon
1
iShares MSCI China ETF
MCHI
$6.32B
$60.7M 12.1%
913,256
+12,897
+1% +$852K
EWY icon
2
iShares MSCI South Korea ETF
EWY
$21.9B
$36M 7.18%
481,252
-186,403
-28% -$13.8M
INDA icon
3
iShares MSCI India ETF
INDA
$6.89B
$32.4M 6.45%
894,953
+305,707
+52% +$10.6M
EWT icon
4
iShares MSCI Taiwan ETF
EWT
$9.86B
$28.5M 5.68%
786,410
-409,831
-34% -$15.2M
EWZ icon
5
iShares MSCI Brazil ETF
EWZ
$9.28B
$27.6M 5.5%
685,816
+318,776
+87% +$12.9M
XLF icon
6
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$26.7M 5.33%
+957,374
New +$25.8M
SJNK icon
7
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$26.6M 5.3%
+966,176
New +$26.8M
ILCV icon
8
iShares Morningstar Value ETF
ILCV
$1.32B
$20.6M 4.11%
+391,488
New +$20.1M
ERUS
9
DELISTED
iShares MSCI Russia ETF
ERUS
$18.4M 3.67%
548,301
-102,335
-16% -$3.47M
VCIT icon
10
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$15.4M 3.08%
177,089
-115,888
-40% -$10.2M
EMEM
11
DELISTED
Virtus Glovista Emerging Markets ETF
EMEM
$13.9M 2.76%
+534,414
New +$13.4M
ECH icon
12
iShares MSCI Chile ETF
ECH
$1.01B
$13.4M 2.68%
256,118
+189,163
+283% +$9.29M
EZA icon
13
iShares MSCI South Africa ETF
EZA
$547M
$12.5M 2.49%
178,405
+159,706
+854% +$9.9M
EIDO icon
14
iShares MSCI Indonesia ETF
EIDO
$480M
$12.3M 2.45%
432,796
+287,974
+199% +$7.78M
TSM icon
15
TSMC
TSM
$2.1T
$9.61M 1.91%
242,335
+207,343
+593% +$8.4M
BIDU icon
16
Baidu
BIDU
$37.7B
$9.16M 1.83%
39,117
+170
+0.4% +$41.6K
XLE icon
17
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$7.42M 1.48%
+205,734
New +$7.08M
EFV icon
18
iShares MSCI EAFE Value ETF
EFV
$28.8B
$7.37M 1.47%
133,158
-183,844
-58% -$10.1M
THD icon
19
iShares MSCI Thailand ETF
THD
$369M
$7.07M 1.41%
76,509
-19,103
-20% -$1.7M
EWM icon
20
iShares MSCI Malaysia ETF
EWM
$310M
$6.67M 1.33%
201,159
-88,135
-30% -$2.86M
EWGS
21
DELISTED
iShares MSCI Germany Small-Cap ETF
EWGS
$6.32M 1.26%
+98,117
New +$6.06M
XLB icon
22
State Street Materials Select Sector SPDR ETF
XLB
$8.5B
$6.25M 1.24%
+206,628
New +$6.08M
KRE icon
23
State Street SPDR S&P Regional Banking ETF
KRE
$4.5B
$5.52M 1.1%
+93,768
New +$5.39M
USMV icon
24
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$4.96M 0.99%
94,017
+220
+0.2% +$11.4K
RSX
25
DELISTED
VanEck Russia ETF
RSX
$4.77M 0.95%
+225,486
New +$4.94M

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Glovista Investments's Q4 2017 Portfolio in Review

As of Q4 2017, Glovista Investments held 127 positions worth $502M, down 4.1% from $523M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Glovista Investments withdrew a net $40.4M in Q4 2017, closing 37 positions and reducing 29 holdings. Its most notable exit was State Street Health Care Select Sector SPDR ETF, an estimated $20.7M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 2.8% of assets, down from 3.5% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Glovista Investments opened a new position in State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $26.6M.

  • Glovista Investments's largest Q4 2017 buy was State Street SPDR Bloomberg Short Term High Yield Bond ETF: 966,176 shares worth $26.6M.
  • Glovista Investments added most to iShares MSCI Brazil ETF in Q4 2017, an estimated $12.9M increase.
  • Glovista Investments's biggest Q4 2017 reduction was Vanguard Short-Term Corporate Bond ETF, cutting an estimated $27.7M.
  • Glovista Investments fully exited State Street Health Care Select Sector SPDR ETF in Q4 2017, selling an estimated $20.7M.
  • Glovista Investments's ten largest holdings make up 58% of its $502M portfolio in Q4 2017.
  • Glovista Investments opened 22 new positions and closed 37 in Q4 2017.
  • Glovista Investments's portfolio value fell 4.1% quarter-over-quarter to $502M.

Based on Glovista Investments's 13F filing for Q4 2017, filed 15 Feb 2018.