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
$546M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.06M
3
+$4.48M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.33M
5
VTV icon
Vanguard Value ETF
VTV
+$1.12M

Top Sells

1
+$695K
2
+$572K
3
+$313K
4
INTC icon
Intel
INTC
+$223K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$198K

Sector Composition

1 Financials 1.75%
2 Consumer Staples 1.67%
3 Industrials 1.41%
4 Consumer Discretionary 1.16%
5 Technology 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
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