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
376
$6K ﹤0.01%
+25
377
$6K ﹤0.01%
+110
378
$6K ﹤0.01%
+320
379
$6K ﹤0.01%
+100
380
$6K ﹤0.01%
+100
381
$6K ﹤0.01%
+38
382
$5K ﹤0.01%
+17
383
$5K ﹤0.01%
+50
384
$5K ﹤0.01%
+50
385
$5K ﹤0.01%
+56
386
$5K ﹤0.01%
+93
387
$5K ﹤0.01%
+60
388
$5K ﹤0.01%
+29
389
$5K ﹤0.01%
+200
390
$5K ﹤0.01%
+21
391
$5K ﹤0.01%
+33
392
$5K ﹤0.01%
+1,200
393
$5K ﹤0.01%
+30
394
$5K ﹤0.01%
+30
395
$5K ﹤0.01%
+61
396
$5K ﹤0.01%
+30
397
$5K ﹤0.01%
+125
398
$5K ﹤0.01%
+100
399
$4K ﹤0.01%
+25
400
$4K ﹤0.01%
+100
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