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
$9.18M
AUM Growth
-$96.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$221K
3
+$215K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$133K

Top Sells

1
+$7.58M
2
+$6.8M
3
+$5.23M
4
CRM icon
Salesforce
CRM
+$5.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.23M

Sector Composition

1 Communication Services 40.16%
2 Technology 26.09%
3 Utilities 12.05%
4 Financials 6.91%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
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