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
$282M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.41M
3
+$8.35M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.11M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$4.81M

Top Sells

1
+$15.8M
2
+$10.2M
3
+$9.92M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$7.07M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$5.52M

Sector Composition

1 Consumer Discretionary 4.08%
2 Technology 3.81%
3 Consumer Staples 3.74%
4 Financials 3%
5 Communication Services 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.4M 7.96%
304,173
-138,218
2
$17.9M 6.35%
352,308
-78,220
3
$15.1M 5.37%
525,217
+1,224
4
$13.4M 4.74%
207,574
+74,702
5
$13M 4.62%
291,550
-15,242
6
$11.4M 4.04%
339,047
-493
7
$10.6M 3.77%
+238,145
8
$9.41M 3.34%
+70,450
9
$8.41M 2.98%
272,245
+38,560
10
$8.35M 2.96%
+133,915
11
$8.22M 2.92%
116,625
-10,975
12
$6.9M 2.45%
191,768
-780
13
$5.92M 2.1%
215,293
+70,605
14
$5.8M 2.06%
19,745
+246
15
$5.18M 1.84%
87,157
-69,946
16
$5.11M 1.81%
+15,235
17
$4.97M 1.76%
61,303
-17,748
18
$4.86M 1.72%
66,260
+56,640
19
$4.68M 1.66%
73,370
-3,206
20
$4.25M 1.51%
+35,981
21
$4.2M 1.49%
129,510
+89,499
22
$3.73M 1.32%
17,728
+12,528
23
$3.23M 1.15%
+47,733
24
$3.07M 1.09%
23,870
25
$2.99M 1.06%
64,206
+23,280
1
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