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
$109M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$941K
3 +$745K
4
DELL icon
Dell
DELL
+$736K
5
DIS icon
Walt Disney
DIS
+$686K

Top Sells

1 +$1.51M
2 +$839K
3 +$723K
4
ALGN icon
Align Technology
ALGN
+$684K
5
TWTR
Twitter, Inc.
TWTR
+$544K

Sector Composition

1 Technology 33.98%
2 Communication Services 16.78%
3 Industrials 13.45%
4 Healthcare 9.49%
5 Financials 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-32,388