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
$159M
AUM Growth
+$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$69.5K
2
+$37.3K
3
+$27.6K
4
AVGO icon
Broadcom
AVGO
+$15.5K

Top Sells

1
+$1.33M
2
+$877K
3
+$298K
4
MA icon
Mastercard
MA
+$278K
5
TMO icon
Thermo Fisher Scientific
TMO
+$273K

Sector Composition

1 Technology 44.66%
2 Financials 14.29%
3 Healthcare 10.53%
4 Communication Services 9.22%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24.3K 0.02%
1,422
-158
102
$24.3K 0.02%
1,593
-177
103
$16.8K 0.01%
10,823
-1,202
104
$15K 0.01%
369
-41
1 2 3 4
5