GAAM

Guinness Atkinson Asset Management Portfolio holdings

AUM $191M
1-Year Est. Return 21.22%
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
-$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$7.29M
2 +$539K
3 +$470K
4
ADBE icon
Adobe
ADBE
+$463K
5
DHR icon
Danaher
DHR
+$283K

Top Sells

1 +$8.19M
2 +$2.72M
3 +$2M
4
META icon
Meta Platforms (Facebook)
META
+$1.71M
5
NVDA icon
NVIDIA
NVDA
+$693K

Sector Composition

1 Technology 47.9%
2 Financials 13.62%
3 Communication Services 12.33%
4 Healthcare 7.37%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,285