GAM
Grandview Asset Management Portfolio holdings
AUM
$312M
1-Year Return
26.49%
This Quarter Return
+4.15%
1 Year Return
+26.49%
3 Year Return
+174.72%
5 Year Return
+275.98%
10 Year Return
–
AUM
$188M
AUM Growth
+$34.8M
(+23%)
Cap. Flow
+$31.5M
Cap. Flow
% of AUM
16.8%
Top 10 Holdings %
Top 10 Hldgs %
33.98%
Holding
539
New
421
Increased
59
Reduced
45
Closed
4
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
+$4.03M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
+$2.13M |
| 3 |
PPL Corp
PPL
|
+$1.47M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$1.36M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$1.34M |
Top Sells
| 1 |
Clorox
CLX
|
+$688K |
| 2 |
Domino's
DPZ
|
+$576K |
| 3 |
lululemon athletica
LULU
|
+$501K |
| 4 |
Cloudflare
NET
|
+$308K |
| 5 |
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% |
