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
$164M
AUM Growth
+$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$189K
2 +$146K
3 +$113K
4
THRM icon
Gentherm
THRM
+$109K
5
NEE icon
NextEra Energy
NEE
+$97.2K

Top Sells

1 +$3.46M
2 +$2.37M
3 +$782K
4
PYPL icon
PayPal
PYPL
+$502K
5
LRCX icon
Lam Research
LRCX
+$398K

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