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
$110M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$2.43M
2 +$893K
3 +$807K
4
NVS icon
Novartis
NVS
+$799K
5
WTRG icon
Essential Utilities
WTRG
+$749K

Top Sells

1 +$1.65M
2 +$1.42M
3 +$813K
4
DD icon
DuPont de Nemours
DD
+$494K
5
FORR icon
Forrester Research
FORR
+$430K

Sector Composition

1 Technology 30.29%
2 Communication Services 19.69%
3 Industrials 13.62%
4 Healthcare 9.76%
5 Financials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,150
102
-3,365
103
-16,463
104
-10,097
105
-9,040
106
-4,795