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
$174M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.6M
3
+$8.54M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.81M
5
AMZN icon
Amazon
AMZN
+$3.61M

Top Sells

1
+$2.79M
2
+$1.46M
3
+$1.2M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
SVC
Service Properties Trust
SVC
+$730K

Sector Composition

1 Technology 36.46%
2 Financials 9.01%
3 Communication Services 7.02%
4 Consumer Discretionary 5.1%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$237K 0.14%
+2,321
102
$232K 0.13%
183
103
$229K 0.13%
+868
104
$225K 0.13%
13,388
-747
105
$213K 0.12%
660
+5
106
$209K 0.12%
+9,400
107
$204K 0.12%
+4,952
108
– –
-1
109
– –
-16,000
110
– –
-7,838
111
– –
-606
112
– –
-3,200
113
– –
-13,165
114
– –
-7,885
1 2 3 4
5