CGH

Cleary Gull Holdings Portfolio holdings

AUM $148M
1-Year Est. Return 6.93%
This Quarter Est. Return
1 Year Est. Return
-6.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1 +$18.1M
2 +$9.45M
3 +$8.93M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.62M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.79M

Top Sells

1 +$7.57M
2 +$4.72M
3 +$334K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$214K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$202K

Sector Composition

1 Technology 0.23%
2 Financials 0.21%
3 Materials 0.14%
4 Industrials 0.12%
5 Healthcare 0.11%