GAM
Grandview Asset Management Portfolio holdings
AUM
$312M
This Quarter Return
+4.1%
1 Year Return
+26.49%
3 Year Return
+174.72%
5 Year Return
+275.98%
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(+2.2%)
Cap. Flow
+$3.22M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
69.53%
Holding
64
New
4
Increased
23
Reduced
29
Closed
–
Top Buys
| 1 |
Broadcom
AVGO
|
$4.94M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$474K |
| 3 |
Invesco QQQ Trust
QQQ
|
$258K |
| 4 |
Mercado Libre
MELI
|
$230K |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$215K |
Top Sells
| 1 |
Apple
AAPL
|
$887K |
| 2 |
Blackstone
BX
|
$842K |
| 3 |
Marriott Vacations Worldwide
VAC
|
$456K |
| 4 |
NVIDIA
NVDA
|
$452K |
| 5 |
CrowdStrike
CRWD
|
$161K |
Sector Composition
| 1 | Technology | 47.37% |
| 2 | Financials | 10.21% |
| 3 | Communication Services | 9.62% |
| 4 | Consumer Discretionary | 4.48% |
| 5 | Utilities | 4.12% |
