GAM

Grandview Asset Management Portfolio holdings

AUM $356M
1-Year Est. Return 35.54%
This Quarter Est. Return
1 Year Est. Return
+35.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.13M
3
+$1.47M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.36M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.34M

Top Sells

1
+$688K
2
+$576K
3
+$501K
4
NET icon
Cloudflare
NET
+$308K
5
DXCM icon
DexCom
DXCM
+$291K

Sector Composition

1 Technology 30.85%
2 Communication Services 12.41%
3 Healthcare 8.31%
4 Consumer Discretionary 8.01%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K ﹤0.01%
+65
352
$8K ﹤0.01%
+500
353
$8K ﹤0.01%
+100
354
$7K ﹤0.01%
+22
355
$7K ﹤0.01%
+5
356
$7K ﹤0.01%
+268
357
$7K ﹤0.01%
+200
358
$7K ﹤0.01%
+16
359
$7K ﹤0.01%
+151
360
$7K ﹤0.01%
+100
361
$7K ﹤0.01%
+111
362
$7K ﹤0.01%
+173
363
$7K ﹤0.01%
+206
364
$7K ﹤0.01%
+500
365
$7K ﹤0.01%
+107
366
$7K ﹤0.01%
+200
367
$7K ﹤0.01%
+100
368
$6K ﹤0.01%
+50
369
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+236
370
$6K ﹤0.01%
+705
371
$6K ﹤0.01%
+74
372
$6K ﹤0.01%
+34
373
$6K ﹤0.01%
+279
374
$6K ﹤0.01%
+64
375
$6K ﹤0.01%
+176
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