GAM

Grandview Asset Management Portfolio holdings

AUM $312M
1-Year Est. Return 26.49%
This Quarter Est. Return
1 Year Est. Return
+26.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.6M
3
+$8.54M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.81M
5
AMZN icon
Amazon
AMZN
+$3.61M

Top Sells

1
+$2.79M
2
+$1.46M
3
+$1.2M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
SVC
Service Properties Trust
SVC
+$730K

Sector Composition

1 Technology 36.46%
2 Financials 9.01%
3 Communication Services 7.02%
4 Consumer Discretionary 5.1%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.97%
6,739
+104
27
$1.54M 0.88%
7,605
-524
28
$1.52M 0.87%
2,688
-58
29
$1.42M 0.81%
+26,182
30
$1.38M 0.79%
+25,935
31
$1.38M 0.79%
+44,778
32
$1.37M 0.78%
+7,229
33
$1.34M 0.77%
13,300
-11,900
34
$1.32M 0.76%
+8,474
35
$1.32M 0.76%
40,658
-11,439
36
$1.3M 0.75%
5,656
-571
37
$1.24M 0.71%
3,295
-215
38
$1.23M 0.7%
13,899
-1,135
39
$1.12M 0.64%
3,350
-228
40
$1.08M 0.62%
+5,328
41
$1.01M 0.58%
+4,779
42
$1M 0.58%
+7,267
43
$922K 0.53%
+8,965
44
$914K 0.52%
+4,669
45
$887K 0.51%
+7,227
46
$879K 0.5%
+8,471
47
$872K 0.5%
+4,722
48
$793K 0.46%
18,910
-4,030
49
$789K 0.45%
+4,008
50
$773K 0.44%
+5,513
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