GBT

Grove Bank & Trust Portfolio holdings

AUM $884M
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$855M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$7.47M
3
+$2.93M
4
AVGO icon
Broadcom
AVGO
+$2.85M
5
NVDA icon
NVIDIA
NVDA
+$2.12M

Top Sells

1
+$10.6M
2
+$4.46M
3
+$3.29M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.18M
5
ORCL icon
Oracle
ORCL
+$1.35M

Sector Composition

1 Technology 15.59%
2 Financials 5.57%
3 Healthcare 4.52%
4 Consumer Discretionary 3.6%
5 Communication Services 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$69.8K 0.01%
1,600
-200
377
$69.2K 0.01%
1,648
-1,894
378
$68.9K 0.01%
1,060
379
$68.4K 0.01%
519
-107
380
$68.1K 0.01%
+348
381
$68.1K 0.01%
1,388
382
$66.9K 0.01%
2,744
-577
383
$66.1K 0.01%
1,002
-137
384
$65.5K 0.01%
404
385
$65.5K 0.01%
1,763
386
$64.8K 0.01%
499
387
$64.4K 0.01%
1,160
-389
388
$62.2K 0.01%
415
389
$61.9K 0.01%
129
390
$61.5K 0.01%
2,204
391
$61.2K 0.01%
190
-21
392
$61.2K 0.01%
912
-48
393
$61.1K 0.01%
64
394
$60.5K 0.01%
1,000
395
$59.6K 0.01%
1,000
396
$58.5K 0.01%
373
397
$58.4K 0.01%
863
398
$58.2K 0.01%
+81
399
$57.6K 0.01%
642
400
$57.4K 0.01%
453
14 15
16
17 18