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
$108M
AUM Growth
-$455K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$973K
2 +$853K
3 +$790K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$461K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$443K

Top Sells

1 +$1.38M
2 +$622K
3 +$506K
4
TTWO icon
Take-Two Interactive
TTWO
+$494K
5
NUE icon
Nucor
NUE
+$477K

Sector Composition

1 Technology 32.63%
2 Communication Services 18.22%
3 Industrials 14.02%
4 Healthcare 8.54%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,640
102
-8,180
103
-4,824
104
-1,712
105
-12,800
106
-12,699