GG

Gleason Group Portfolio holdings

AUM $996M
1-Year Est. Return 14.06%
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
-$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.29M
3
+$1.23M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.04M
5
VTV icon
Vanguard Value ETF
VTV
+$897K

Top Sells

1
+$261K
2
+$85K
3
+$38.1K
4
DE icon
Deere & Co
DE
+$8.98K
5
COIN icon
Coinbase
COIN
+$6K

Sector Composition

1 Consumer Staples 2.53%
2 Financials 2.27%
3 Technology 1.95%
4 Industrials 1.91%
5 Consumer Discretionary 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
+39
227
$1K ﹤0.01%
+11
228
$1K ﹤0.01%
+12
229
$1K ﹤0.01%
28
230
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+9
231
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232
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+5
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+4
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+7
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200
236
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75
237
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+6
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44
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+58
240
$0 ﹤0.01%
11
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– –
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242
– –
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$0 ﹤0.01%
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$0 ﹤0.01%
90
7 8 9
10
11