Glovista Investments Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$25.8M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$11M |
| 3 |
iShares MSCI South Korea ETF
EWY
|
+$10.8M |
| 4 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$6.75M |
| 5 |
iShares MSCI China ETF
MCHI
|
+$6.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Blackstone Senior Loan ETF
SRLN
|
+$31.4M |
| 2 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$18.4M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$10.1M |
| 4 |
iShares MSCI Mexico ETF
EWW
|
+$9.05M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$7.44M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 2.74% |
| 2 | Consumer Staples | 1.21% |
| 3 | Technology | 0.75% |
| 4 | Healthcare | 0.67% |
| 5 | Consumer Discretionary | 0.57% |
Similar funds
Glovista Investments's Q1 2019 Portfolio in Review
As of Q1 2019, Glovista Investments held 98 positions worth $319M, down 10% from $354M the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Glovista Investments withdrew a net $60M in Q1 2019, closing 18 positions and reducing 38 holdings. Its most notable exit was iShares Core US Aggregate Bond ETF, an estimated $7.44M position sold in full.
By sector, the portfolio is most concentrated in Financials at 2.7% of assets, up from 2.3% a quarter earlier, followed by Consumer Staples and Technology.
Against the trend, Glovista Investments opened a new position in State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $26.1M.
- Glovista Investments's largest Q1 2019 buy was State Street SPDR Bloomberg Short Term High Yield Bond ETF: 958,472 shares worth $26.1M.
- Glovista Investments added most to iShares MSCI USA Min Vol Factor ETF in Q1 2019, an estimated $11M increase.
- Glovista Investments's biggest Q1 2019 reduction was State Street Blackstone Senior Loan ETF, cutting an estimated $31.4M.
- Glovista Investments fully exited iShares Core US Aggregate Bond ETF in Q1 2019, selling an estimated $7.44M.
- Glovista Investments's ten largest holdings make up 59% of its $319M portfolio in Q1 2019.
- Glovista Investments opened 13 new positions and closed 18 in Q1 2019.
- Glovista Investments's portfolio value fell 10% quarter-over-quarter to $319M.
Based on Glovista Investments's 13F filing for Q1 2019, filed 14 May 2019.