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
76
$361K 0.21%
4,620
77
$354K 0.2%
+12,934
78
$341K 0.2%
+868
79
$341K 0.2%
+3,166
80
$335K 0.19%
+14,190
81
$330K 0.19%
+9,955
82
$318K 0.18%
5,437
-997
83
$312K 0.18%
+5,993
84
$310K 0.18%
7,000
-7,000
85
$308K 0.18%
+2,772
86
$296K 0.17%
2,998
-502
87
$294K 0.17%
+2,013
88
$293K 0.17%
4,970
-271
89
$280K 0.16%
2,339
+8
90
$275K 0.16%
+3,631
91
$274K 0.16%
+1,614
92
$269K 0.15%
6,530
+172
93
$268K 0.15%
+2,290
94
$262K 0.15%
3,443
-285
95
$257K 0.15%
8,228
-3,452
96
$254K 0.15%
+2,627
97
$251K 0.14%
+3,602
98
$249K 0.14%
12,224
-1,155
99
$244K 0.14%
+1,569
100
$239K 0.14%
7,872
-1,983
1 2 3
4
5