GAAM
Guinness Atkinson Asset Management Portfolio holdings
AUM
$191M
This Quarter Return
-2.23%
1 Year Return
+21.22%
3 Year Return
+115.88%
5 Year Return
+190.69%
10 Year Return
+552.94%
AUM
$215M
AUM Growth
+$215M
(-4.7%)
Cap. Flow
+$2.32M
Cap. Flow
% of AUM
1.08%
Top 10 Holdings %
Top 10 Hldgs %
34.94%
Holding
97
New
5
Increased
13
Reduced
52
Closed
2
Top Buys
| 1 |
Amphenol
APH
|
$6.91M |
| 2 |
NVIDIA
NVDA
|
$5.66M |
| 3 |
Autohome
ATHM
|
$1.24M |
| 4 |
TSMC
TSM
|
$980K |
| 5 |
Texas Instruments
TXN
|
$727K |
Top Sells
| 1 |
Danaher
DHR
|
$1.64M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.58M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.56M |
| 4 |
Cisco
CSCO
|
$1.08M |
| 5 |
KLA
KLAC
|
$1.05M |
Sector Composition
| 1 | Technology | 43.58% |
| 2 | Financials | 14.44% |
| 3 | Communication Services | 14.28% |
| 4 | Healthcare | 10.48% |
| 5 | Consumer Discretionary | 10.31% |
