GAAM

Guinness Atkinson Asset Management Portfolio holdings

AUM $211M
1-Year Est. Return 27.11%
This Quarter Est. Return
1 Year Est. Return
+27.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$504K
2 +$125K
3 +$86.1K

Top Sells

1 +$1.77M
2 +$1.49M
3 +$1.11M
4
META icon
Meta Platforms (Facebook)
META
+$603K
5
INTU icon
Intuit
INTU
+$597K

Sector Composition

1 Technology 48.71%
2 Financials 14.05%
3 Communication Services 13.34%
4 Industrials 6.47%
5 Healthcare 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HAL icon
76
Halliburton
HAL
$23.3B
$200K 0.1%
9,809
ENPH icon
77
Enphase Energy
ENPH
$4.3B
$185K 0.1%
4,658
-232
DAN icon
78
Dana Inc
DAN
$2.54B
$169K 0.09%
9,864
-1,644
POWI icon
79
Power Integrations
POWI
$1.95B
$144K 0.08%
2,574
-429
SWKS icon
80
Skyworks Solutions
SWKS
$10.3B
$121K 0.06%
1,626
-271
DAR icon
81
Darling Ingredients
DAR
$5.15B
$113K 0.06%
2,976
-496
THRM icon
82
Gentherm
THRM
$1.1B
$96.1K 0.05%
3,396
-7,526
MBLY icon
83
Mobileye
MBLY
$10.3B
$93.9K 0.05%
5,220
-870
HLX icon
84
Helix Energy Solutions
HLX
$955M
$60.9K 0.03%
9,762
SEDG icon
85
SolarEdge
SEDG
$2.71B
-496