Asset Manager
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Global View Capital Management LLC
N14 W23833 STONE RIDGE DR - SUITE 350, WAUKESHA, WI 53188 • 262-650-1030
Market Value
$471M
+50.5%
Holdings
146
+10
New Purchases
32
Added To
77
Closed
11
Reduced
26
Top 10 Concentration
74.6%
Turnover
29.5%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| MQQQ | 19.43% | 0.00% | +19.43% | $91M |
| SGOL | 3.85% | 0.62% | +3.24% | $18M |
| QQQM | 3.95% | 1.03% | +2.92% | $19M |
| IVW | 0.98% | 0.00% | +0.98% | $5M |
| IWY | 0.58% | 0.00% | +0.58% | $3M |
| PULS | 0.47% | 0.00% | +0.47% | $2M |
| XLY | 0.37% | 0.00% | +0.37% | $2M |
| SLV | 0.45% | 0.09% | +0.36% | $2M |
| RPV | 0.32% | 0.00% | +0.32% | $2M |
| XLU | 0.53% | 0.22% | +0.31% | $3M |
| UWM | 0.26% | 0.00% | +0.26% | $1M |
| IEI | 0.26% | 0.00% | +0.26% | $1M |
| BND | 0.24% | 0.00% | +0.24% | $1M |
| BKLN | 0.24% | 0.00% | +0.24% | $1M |
| GLTR | 0.23% | 0.00% | +0.23% | $1M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| USFR | 4.32% | 13.05% | -8.73% | $20M |
| QLD | 24.31% | 30.75% | -6.44% | $114M |
| SPYM | 10.23% | 14.10% | -3.87% | $48M |
| RPG | 0.00% | 2.97% | -2.97% | $0 |
| SSO | 2.58% | 3.60% | -1.02% | $12M |
| XLI | 0.00% | 0.77% | -0.77% | $0 |
| TBIL | 0.94% | 1.54% | -0.59% | $4M |
| HYG | 1.44% | 1.95% | -0.50% | $7M |
| XLC | 0.38% | 0.80% | -0.42% | $2M |
| COM | 0.82% | 1.23% | -0.41% | $4M |
| XLK | 0.48% | 0.87% | -0.39% | $2M |
| URA | 0.00% | 0.34% | -0.34% | $0 |
| BIL | 0.00% | 0.32% | -0.32% | $0 |
| IVV | 0.93% | 1.22% | -0.30% | $4M |
| PPLT | 0.00% | 0.30% | -0.30% | $0 |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 98.2% |
| Technology | 0.5% |
| Healthcare | 0.3% |
| Basic Materials | 0.3% |
| Industrials | 0.3% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 18 | $13M | 2.8% |
| Large Cap | 63 | $260M | 55.3% |
| Mid Cap | 31 | $57M | 12.0% |
| Small Cap | 16 | $31M | 6.6% |
| Micro Cap | 18 | $109M | 23.2% |
Portfolio Analytics
Avg Market Cap
$246.1B
Median Market Cap
$13.4B
Avg P/E
33.6
Median P/E
20.9
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
33
# ETFs / Funds
113
Top Holdings (146 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | QLD | 24.31% | 833,798 | $114M | $137.20 | $18M | +17,386 | +2.1% | |
| 2 | MQQQ | 19.43% | 507,903 | $91M | $179.98 | — | +507,903 | — | NEW |
| 3 | SPYM | 10.23% | 614,439 | $48M | $78.34 | $4M | +8,118 | +1.3% | |
| 4 | USFR | 4.32% | 404,773 | $20M | $50.27 | -$20M | -406,036 | -50.1% | |
| 5 | QQQM | 3.95% | 75,277 | $19M | $247.12 | $15M | +61,113 | +431.5% | |
| 6 | SGOL | 3.85% | 492,681 | $18M | $36.81 | $16M | +431,489 | +705.1% | |
| 7 | DDM | 3.48% | 152,553 | $16M | $107.28 | $5M | +36,263 | +31.2% | |
| 8 | SSO | 2.58% | 108,294 | $12M | $112.13 | $880K | -6,965 | -6.0% | |
| 9 | HYG | 1.44% | 83,676 | $7M | $81.19 | $707K | +8,207 | +10.9% | |
| 10 | IVW | 0.98% | 38,357 | $5M | $120.72 | — | +38,357 | — | NEW |
| 11 | TBIL | 0.94% | 88,915 | $4M | $50.00 | -$361K | -7,227 | -7.5% | |
| 12 | IVV | 0.93% | 6,520 | $4M | $669.30 | $541K | +363 | +5.9% | |
| 13 | ABEQ | 0.87% | 114,104 | $4M | $36.08 | $2M | +44,175 | +63.2% | |
| 14 | IEF | 0.86% | 41,992 | $4M | $96.46 | $1M | +11,636 | +38.3% | |
| 15 | COM | 0.82% | 135,012 | $4M | $28.73 | $30K | -4,132 | -3.0% | |
| 16 | CSHI | 0.68% | 64,803 | $3M | $49.72 | $1M | +30,148 | +87.0% | |
| 17 | AGG | 0.65% | 30,321 | $3M | $100.25 | $1M | +11,275 | +59.2% | |
| 18 | IWY | 0.58% | 10,024 | $3M | $273.65 | — | +10,024 | — | NEW |
| 19 | DXJ | 0.58% | 21,366 | $3M | $128.03 | $169K | -1,098 | -4.9% | |
| 20 | XLU | 0.53% | 28,674 | $3M | $87.21 | $2M | +20,100 | +234.4% | |
| 21 | FIXD | 0.53% | 55,884 | $2M | $44.42 | -$66K | -2,171 | -3.7% | |
| 22 | JNK | 0.49% | 23,679 | $2M | $97.99 | $1M | +10,742 | +83.0% | |
| 23 | XLK | 0.48% | 8,058 | $2M | $281.86 | -$456K | -2,710 | -25.2% | |
| 24 | PULS | 0.47% | 44,444 | $2M | $49.83 | — | +44,444 | — | NEW |
| 25 | SLV | 0.45% | 49,626 | $2M | $42.37 | $2M | +40,978 | +473.8% | |
| 26 | ULST | 0.40% | 45,981 | $2M | $40.69 | $101K | +2,455 | +5.6% | |
| 27 | XLC | 0.38% | 15,025 | $2M | $118.37 | -$710K | -7,908 | -34.5% | |
| 28 | XLY | 0.37% | 7,277 | $2M | $239.64 | — | +7,277 | — | NEW |
| 29 | DAX | 0.35% | 36,656 | $2M | $44.75 | $871K | +19,532 | +114.1% | |
| 30 | IAGG | 0.35% | 31,791 | $2M | $51.23 | $144K | +2,739 | +9.4% | |
| 31 | VONG | 0.34% | 13,206 | $2M | $120.50 | $205K | +512 | +4.0% | |
| 32 | IEFA | 0.33% | 17,988 | $2M | $87.31 | $68K | -7 | -0.0% | |
| 33 | RPV | 0.32% | 15,299 | $2M | $99.38 | — | +15,299 | — | NEW |
| 34 | BRK-B | 0.32% | 2,982 | $1M | $502.74 | $238K | +386 | +14.9% | |
| 35 | ITOT | 0.32% | 10,246 | $1M | $145.65 | $63K | -337 | -3.2% | |
| 36 | UWM | 0.26% | 26,516 | $1M | $46.36 | — | +26,516 | — | NEW |
| 37 | GBIL | 0.26% | 12,223 | $1M | $100.23 | $331K | +3,294 | +36.9% | |
| 38 | IEI | 0.26% | 10,230 | $1M | $119.51 | — | +10,230 | — | NEW |
| 39 | GLD | 0.24% | 3,240 | $1M | $355.47 | $377K | +699 | +27.5% | |
| 40 | BND | 0.24% | 15,257 | $1M | $74.37 | — | +15,257 | — | NEW |
| 41 | AAPL | 0.24% | 4,448 | $1M | $254.63 | -$27K | -1,204 | -21.3% | |
| 42 | BKLN | 0.24% | 53,846 | $1M | $20.93 | — | +53,846 | — | NEW |
| 43 | IGLB | 0.24% | 21,861 | $1M | $51.54 | -$36K | -1,287 | -5.6% | |
| 44 | XAR | 0.23% | 4,697 | $1M | $234.96 | $470K | +1,691 | +56.2% | |
| 45 | GLTR | 0.23% | 6,600 | $1M | $165.45 | — | +6,600 | — | NEW |
| 46 | FRDM | 0.23% | 24,337 | $1M | $44.31 | $236K | +3,480 | +16.7% | |
| 47 | SIVR | 0.22% | 23,298 | $1M | $44.48 | $568K | +9,688 | +71.2% | |
| 48 | SPIP | 0.22% | 38,573 | $1M | $26.31 | $88K | +2,987 | +8.4% | |
| 49 | ARKW | 0.21% | 5,586 | $975K | $174.61 | $66K | -571 | -9.3% | |
| 50 | FLHY | 0.21% | 39,506 | $969K | $24.53 | $201K | +7,974 | +25.3% | |
| 51 | SWAN | 0.20% | 28,753 | $925K | $32.18 | $339K | +9,622 | +50.3% | |
| 52 | FNV | 0.19% | 4,066 | $906K | $222.91 | $336K | +584 | +16.8% | |
| 53 | JOJO | 0.19% | 58,137 | $897K | $15.43 | $181K | +10,835 | +22.9% | |
| 54 | L | 0.19% | 8,927 | $896K | $100.39 | $198K | +1,307 | +17.1% | |
| 55 | AIRR | 0.19% | 9,021 | $872K | $96.68 | $148K | +129 | +1.4% | |
| 56 | SHV | 0.18% | 7,821 | $864K | $110.49 | $85K | +765 | +10.8% | |
| 57 | ESPO | 0.18% | 6,989 | $847K | $121.23 | $231K | +1,361 | +24.2% | |
| 58 | PBD | 0.18% | 56,209 | $847K | $15.07 | — | +56,209 | — | NEW |
| 59 | XBIL | 0.18% | 16,606 | $834K | $50.19 | -$45K | -907 | -5.2% | |
| 60 | HARD | 0.17% | 27,109 | $819K | $30.19 | $168K | +3,956 | +17.1% | |
| 61 | OBIL | 0.17% | 16,172 | $814K | $50.30 | -$84K | -1,699 | -9.5% | |
| 62 | AEM | 0.17% | 4,822 | $813K | $168.56 | $320K | +677 | +16.3% | |
| 63 | SJNK | 0.17% | 31,568 | $808K | $25.60 | $84K | +3,158 | +11.1% | |
| 64 | CTA | 0.17% | 28,768 | $805K | $27.97 | $159K | +4,638 | +19.2% | |
| 65 | QQQ | 0.17% | 1,340 | $804K | $600.37 | $262K | +356 | +36.2% | |
| 66 | SPYG | 0.16% | 7,428 | $776K | $104.51 | $193K | +1,309 | +21.4% | |
| 67 | ETH | 0.16% | 19,812 | $776K | $39.18 | — | +19,812 | — | NEW |
| 68 | UNLYF | 0.16% | 12,601 | $747K | $59.28 | $88K | +1,831 | +17.0% | |
| 69 | FDN | 0.16% | 2,646 | $740K | $279.84 | $35K | +28 | +1.1% | |
| 70 | SUSA | 0.16% | 5,429 | $736K | $135.65 | $495K | +3,527 | +185.4% | |
| 71 | IWV | 0.14% | 1,789 | $678K | $378.94 | $280K | +654 | +57.6% | |
| 72 | ENB | 0.14% | 13,246 | $668K | $50.46 | $101K | +730 | +5.8% | |
| 73 | DSMC | 0.13% | 16,731 | $600K | $35.88 | $134K | +2,379 | +16.6% | |
| 74 | MDT | 0.13% | 6,223 | $593K | $95.24 | $120K | +797 | +14.7% | |
| 75 | DSTL | 0.12% | 10,079 | $584K | $57.96 | $116K | +1,629 | +19.3% | |
| 76 | PDBC | 0.12% | 40,618 | $546K | $13.43 | -$48K | -4,885 | -10.7% | |
| 77 | BKHY | 0.11% | 10,943 | $533K | $48.70 | $113K | +2,247 | +25.8% | |
| 78 | GLDM | 0.11% | 6,840 | $523K | $76.45 | $54K | -314 | -4.4% | |
| 79 | NVDA | 0.11% | 2,655 | $495K | $186.58 | -$733K | -5,121 | -65.9% | |
| 80 | 0KCI.L | 0.10% | 6,708 | $489K | $72.97 | — | +6,708 | — | NEW |
| 81 | TLT | 0.10% | 5,377 | $481K | $89.37 | $63K | +648 | +13.7% | |
| 82 | HYXU | 0.10% | 8,224 | $457K | $55.61 | $48K | +769 | +10.3% | |
| 83 | AMZN | 0.10% | 2,078 | $456K | $219.57 | $93K | +421 | +25.4% | |
| 84 | BWX | 0.09% | 19,404 | $446K | $23.00 | -$336K | -13,911 | -41.8% | |
| 85 | PLTR | 0.09% | 2,422 | $442K | $182.42 | — | +2,422 | — | NEW |
| 86 | EMR | 0.09% | 3,340 | $438K | $131.18 | $57K | +482 | +16.9% | |
| 87 | TRV | 0.09% | 1,561 | $436K | $279.22 | $82K | +240 | +18.2% | |
| 88 | XLP | 0.09% | 5,235 | $410K | $78.37 | $3K | +204 | +4.0% | |
| 89 | LLY | 0.09% | 536 | $409K | $763.00 | $15K | +31 | +6.1% | |
| 90 | MBSF | 0.09% | 16,041 | $409K | $25.47 | $57K | +2,278 | +16.6% | |
| 91 | CTVA | 0.09% | 5,995 | $405K | $67.63 | $20K | +822 | +15.9% | |
| 92 | FXU | 0.08% | 8,789 | $399K | $45.45 | $85K | +1,368 | +18.4% | |
| 93 | HSY | 0.08% | 2,125 | $397K | $187.05 | $90K | +275 | +14.9% | |
| 94 | FXG | 0.08% | 6,121 | $384K | $62.67 | $41K | +713 | +13.2% | |
| 95 | SHYG | 0.08% | 8,472 | $367K | $43.30 | $144K | +3,314 | +64.2% | |
| 96 | BITB | 0.08% | 5,843 | $364K | $62.22 | -$435K | -7,791 | -57.1% | |
| 97 | TSLA | 0.08% | 806 | $358K | $444.72 | $2K | -316 | -28.2% | |
| 98 | SSNC | 0.08% | 4,017 | $357K | $88.76 | — | +4,017 | — | NEW |
| 99 | CMCSA | 0.07% | 11,087 | $348K | $31.42 | $18K | +1,818 | +19.6% | |
| 100 | EOG | 0.07% | 3,030 | $340K | $112.12 | $23K | +384 | +14.5% |