GAAM
Guinness Atkinson Asset Management Portfolio holdings
AUM
$191M
This Quarter Return
+10.31%
1 Year Return
+21.22%
3 Year Return
+115.88%
5 Year Return
+190.69%
10 Year Return
+552.94%
AUM
$226M
AUM Growth
+$226M
(+12%)
Cap. Flow
+$8.08M
Cap. Flow
% of AUM
3.58%
Top 10 Holdings %
Top 10 Hldgs %
36.61%
Holding
94
New
1
Increased
40
Reduced
14
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$7.57M |
| 2 |
TSMC
TSM
|
$6.56M |
| 3 |
Autohome
ATHM
|
$889K |
| 4 |
Exxon Mobil
XOM
|
$145K |
| 5 |
Enbridge
ENB
|
$140K |
Top Sells
| 1 |
New Oriental
EDU
|
$4.67M |
| 2 |
NVIDIA
NVDA
|
$3.36M |
| 3 |
ANSS
Ansys
ANSS
|
$327K |
| 4 |
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
|
$300K |
| 5 |
ON Semiconductor
ON
|
$227K |
Sector Composition
| 1 | Technology | 40.95% |
| 2 | Communication Services | 15.38% |
| 3 | Financials | 14.72% |
| 4 | Healthcare | 10.44% |
| 5 | Consumer Discretionary | 10.35% |
