GAAM

Guinness Atkinson Asset Management Portfolio holdings

AUM $191M
1-Year Est. Return 21.22%
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$479K
2
+$176K
3
+$168K
4
HLX icon
Helix Energy Solutions
HLX
+$164K
5
SGY
Stone Energy
SGY
+$163K

Top Sells

1
+$3.52M
2
+$1.4M
3
+$910K
4
JKS
JinkoSolar
JKS
+$145K
5
BP icon
BP
BP
+$98.6K

Sector Composition

1 Technology 36.69%
2 Energy 21.42%
3 Financials 13.27%
4 Communication Services 10.26%
5 Healthcare 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.14M 1.44%
53,150
+8,100
27
$2.8M 1.29%
44,799
28
$2.24M 1.03%
37,600
29
$2.19M 1.01%
28,248
30
$2.19M 1.01%
50,800
31
$2.15M 0.99%
59,486
-25,200
32
$2.04M 0.94%
35,309
33
$2.03M 0.93%
24,400
34
$2.02M 0.93%
30,143
35
$2M 0.92%
46,770
36
$1.93M 0.89%
166,120
-6,700
37
$1.93M 0.89%
69,976
38
$1.86M 0.86%
82,000
39
$1.79M 0.82%
136,731
40
$1.72M 0.79%
63,397
+6,500
41
$1.68M 0.77%
196,920
+10,400
42
$1.56M 0.72%
697
+75
43
$1.48M 0.68%
30,070
44
$1.31M 0.6%
103,880
+13,000
45
$1.08M 0.5%
86,500
46
$816K 0.38%
1,140
+228
47
$689K 0.32%
37,200
48
$567K 0.26%
15,059
+2,200
49
$558K 0.26%
18,900
-4,900
50
$553K 0.25%
29,700
1
2
3