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
126
$34K 0.01%
451
+3
127
$33K 0.01%
820
+3
128
$33K 0.01%
55
129
$33K 0.01%
2,000
130
$32K 0.01%
240
+2
131
$31K 0.01%
105
+1
132
$30K 0.01%
237
+1
133
$28K 0.01%
65
134
$28K 0.01%
+196
135
$27K 0.01%
521
+3
136
$24K 0.01%
230
137
$23K 0.01%
103
138
$22K 0.01%
172
+1
139
$22K 0.01%
177
+1
140
$22K 0.01%
256
+2
141
$22K 0.01%
5,000
142
$22K 0.01%
533
+8
143
$20K 0.01%
319
+1
144
$20K 0.01%
115
+1
145
$19K 0.01%
289
+1
146
$19K 0.01%
391
+1
147
$19K 0.01%
+1,420
148
$18K 0.01%
329
149
$18K 0.01%
90
150
$17K 0.01%
226
+2
4 5
6
7 8