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
$103M
AUM Growth
-$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.55M
3
+$1.42M
4
SVC
Service Properties Trust
SVC
+$837K
5
JPM icon
JPMorgan Chase
JPM
+$725K

Top Sells

1
+$16.2M
2
+$11.8M
3
+$9.13M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.21M
5
AMZN icon
Amazon
AMZN
+$2.95M

Sector Composition

1 Technology 29.65%
2 Communication Services 14.96%
3 Financials 10.46%
4 Utilities 6.56%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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116
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119
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120
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