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
$2.1B
AUM Growth
-$1.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$19.6M
3
+$17.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$9.95M
5
GILD icon
Gilead Sciences
GILD
+$7.52M

Top Sells

1
+$28.2M
2
+$6.84M
3
+$4.46M

Sector Composition

1 Healthcare 52.13%
2 Consumer Discretionary 30.57%
3 Materials 6.56%
4 Consumer Staples 6.55%
5 Communication Services 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.9M 1.24%
201,803
27
$23.4M 1.11%
309,881
+99,800
28
$19.6M 0.94%
+367,600
29
$18.2M 0.87%
326,754
-80,100
30
$17.3M 0.82%
+145,100
31
$9.95M 0.47%
+72,300
32
$5.23M 0.25%
72,998
33
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-457,845
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