GBT

Grove Bank & Trust Portfolio holdings

AUM $855M
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$677M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.59M
3
+$4.13M
4
GLD icon
SPDR Gold Trust
GLD
+$4.1M
5
ORCL icon
Oracle
ORCL
+$2.5M

Top Sells

1
+$4.11M
2
+$2.85M
3
+$2.62M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
NKE icon
Nike
NKE
+$1.36M

Sector Composition

1 Technology 15.62%
2 Healthcare 5.92%
3 Financials 5.6%
4 Consumer Discretionary 4%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3.98K ﹤0.01%
+65
577
$3.96K ﹤0.01%
+173
578
$3.87K ﹤0.01%
+45
579
$3.84K ﹤0.01%
+15
580
$3.83K ﹤0.01%
147
581
$3.83K ﹤0.01%
113
-136
582
$3.78K ﹤0.01%
133
583
$3.77K ﹤0.01%
+23
584
$3.75K ﹤0.01%
56
585
$3.72K ﹤0.01%
+16
586
$3.71K ﹤0.01%
+89
587
$3.68K ﹤0.01%
97
-2,029
588
$3.63K ﹤0.01%
+36
589
$3.53K ﹤0.01%
+204
590
$3.53K ﹤0.01%
+55
591
$3.52K ﹤0.01%
+93
592
$3.48K ﹤0.01%
+99
593
$3.42K ﹤0.01%
+14
594
$3.41K ﹤0.01%
+31
595
$3.38K ﹤0.01%
+17
596
$3.35K ﹤0.01%
23
-24
597
$3.34K ﹤0.01%
+70
598
$3.34K ﹤0.01%
+21
599
$3.33K ﹤0.01%
56
-44
600
$3.28K ﹤0.01%
+82
22 23
24
25 26