GAAM

Guinness Atkinson Asset Management Portfolio holdings

AUM $212M
1-Year Est. Return 30.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$193K
2 +$153K
3 +$125K
4
THRM icon
Gentherm
THRM
+$111K
5
CME icon
CME Group
CME
+$97.7K

Top Sells

1 +$3.14M
2 +$2.37M
3 +$672K
4
PYPL icon
PayPal
PYPL
+$480K
5
LRCX icon
Lam Research
LRCX
+$413K

Sector Composition

1 Technology 34.26%
2 Financials 15.93%
3 Communication Services 15.48%
4 Consumer Discretionary 13.01%
5 Healthcare 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$77K 0.05%
31,980
77
$76K 0.05%
700
+235
78
$74K 0.05%
1,420
+445
79
$60K 0.04%
4,880
+1,730
80
$59K 0.04%
1,636
+559
81
-93,100