GVI

Green Valley Investors Portfolio holdings

AUM $1.76B
1-Year Est. Return 5.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.06B
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$38.5M
2 +$14.8M

Top Sells

1 +$63.3M
2 +$56.4M
3 +$34M
4
CELG
Celgene Corp
CELG
+$28M
5
VTRS icon
Viatris
VTRS
+$27.9M

Sector Composition

1 Healthcare 49.19%
2 Materials 19.48%
3 Consumer Staples 15.67%
4 Consumer Discretionary 10.7%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-900,000