GVI

Green Valley Investors Portfolio holdings

AUM $1.76B
1-Year Est. Return 5.68%
This Quarter Est. Return
1 Year Est. Return
+5.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.75B
AUM Growth
+$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$18.8M

Top Sells

1
+$56M
2
+$34.5M
3
+$2.69M

Sector Composition

1 Healthcare 58.81%
2 Consumer Discretionary 11.8%
3 Materials 11.72%
4 Consumer Staples 10.76%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-861,422
27
– –
-850,000
1
2