GAM
Grandview Asset Management Portfolio holdings
AUM
$312M
This Quarter Return
-12.07%
1 Year Return
+26.49%
3 Year Return
+174.72%
5 Year Return
+275.98%
10 Year Return
–
AUM
$9.18M
AUM Growth
+$9.18M
(-91%)
Cap. Flow
-$94.4M
Cap. Flow
% of AUM
-1,028.36%
Top 10 Holdings %
Top 10 Hldgs %
97.67%
Holding
88
New
1
Increased
3
Reduced
7
Closed
77
Top Buys
| 1 |
Verizon
VZ
|
$660K |
| 2 |
PPL Corp
PPL
|
$221K |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$215K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$133K |
Top Sells
| 1 |
Apple
AAPL
|
$7.58M |
| 2 |
Meta Platforms (Facebook)
META
|
$6.8M |
| 3 |
Lockheed Martin
LMT
|
$5.23M |
| 4 |
Salesforce
CRM
|
$5.05M |
| 5 |
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% |
