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
$213M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$964K
2 +$942K
3 +$12K
4
GTM
ZoomInfo Technologies
GTM
+$3.22K

Top Sells

1 +$4.22M
2 +$416K
3 +$380K
4
ITRI icon
Itron
ITRI
+$350K
5
HUBB icon
Hubbell
HUBB
+$223K

Sector Composition

1 Technology 52.12%
2 Financials 14.41%
3 Communication Services 10.98%
4 Consumer Discretionary 7.2%
5 Healthcare 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$24.7K 0.01%
1,542
+198
102
$24.1K 0.01%
4,610
-1,536
103
$16.1K 0.01%
6,150
+2,830
104
$13.2K 0.01%
4,406