GAM
Grandview Asset Management Portfolio holdings
AUM
$312M
This Quarter Return
+1.25%
1 Year Return
+26.49%
3 Year Return
+174.72%
5 Year Return
+275.98%
10 Year Return
–
AUM
$97.3M
AUM Growth
+$97.3M
(-47%)
Cap. Flow
-$76.5M
Cap. Flow
% of AUM
-78.57%
Top 10 Holdings %
Top 10 Hldgs %
53.03%
Holding
117
New
12
Increased
22
Reduced
19
Closed
56
Top Buys
| 1 |
NVIDIA
NVDA
|
$8.78M |
| 2 |
Verizon
VZ
|
$3.42M |
| 3 |
Waste Management
WM
|
$2.76M |
| 4 |
PARA
Paramount Global Class B
PARA
|
$1.63M |
| 5 |
Visa
V
|
$1.33M |
Top Sells
| 1 |
Apple
AAPL
|
$15.1M |
| 2 |
Microsoft
MSFT
|
$12M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$8.27M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$6.06M |
| 5 |
Invesco QQQ Trust
QQQ
|
$5.93M |
Sector Composition
| 1 | Technology | 31.68% |
| 2 | Communication Services | 18.29% |
| 3 | Financials | 8.95% |
| 4 | Utilities | 7.81% |
| 5 | Healthcare | 6.45% |
