GAM
Grandview Asset Management Portfolio holdings
AUM
$312M
This Quarter Return
+13.57%
1 Year Return
+26.49%
3 Year Return
+174.72%
5 Year Return
+275.98%
10 Year Return
–
AUM
$249M
AUM Growth
+$249M
(+156%)
Cap. Flow
+$142M
Cap. Flow
% of AUM
57.18%
Top 10 Holdings %
Top 10 Hldgs %
43%
Holding
142
New
81
Increased
38
Reduced
15
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$19.4M |
| 2 |
Microsoft
MSFT
|
$16.8M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$11.7M |
| 4 |
Invesco QQQ Trust
QQQ
|
$7.99M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$7.18M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$843K |
| 2 |
COUP
Coupa Software Incorporated
COUP
|
$741K |
| 3 |
AT&T
T
|
$362K |
| 4 |
Labcorp
LH
|
$195K |
| 5 |
Skyworks Solutions
SWKS
|
$148K |
Sector Composition
| 1 | Technology | 32.79% |
| 2 | Communication Services | 7.86% |
| 3 | Consumer Discretionary | 7.41% |
| 4 | Financials | 7.27% |
| 5 | Industrials | 6.45% |
