GAM

Grandview Asset Management Portfolio holdings

AUM $356M
1-Year Est. Return 35.54%
This Quarter Est. Return
1 Year Est. Return
+35.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
-$4.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$316K
2 +$257K
3 +$239K
4
UNH icon
UnitedHealth
UNH
+$202K
5
AVGO icon
Broadcom
AVGO
+$200K

Top Sells

1 +$1.83M
2 +$1.53M
3 +$1.32M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$915K
5
EXAS icon
Exact Sciences
EXAS
+$869K

Sector Composition

1 Technology 33.93%
2 Communication Services 20.38%
3 Industrials 14.2%
4 Healthcare 9.62%
5 Financials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,748
102
-1,178