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
51
$761K 0.44%
98,935
-94,908
52
$749K 0.43%
11,876
-945
53
$747K 0.43%
+3,895
54
$747K 0.43%
6,357
+856
55
$696K 0.4%
4,059
-2
56
$674K 0.39%
+54,230
57
$674K 0.39%
+3,371
58
$672K 0.39%
+2,461
59
$657K 0.38%
15,250
60
$623K 0.36%
11,410
-1,380
61
$593K 0.34%
46,004
-41,801
62
$574K 0.33%
7,642
-584
63
$567K 0.33%
+1,877
64
$549K 0.32%
+2,640
65
$543K 0.31%
2,702
-1,004
66
$510K 0.29%
+18,625
67
$506K 0.29%
1,278
-216
68
$504K 0.29%
+1,233
69
$488K 0.28%
+6,016
70
$447K 0.26%
+7,696
71
$438K 0.25%
7,131
-77
72
$438K 0.25%
8,200
73
$405K 0.23%
+2,596
74
$395K 0.23%
+1,394
75
$379K 0.22%
3,680
-3,420
1 2
3
4 5