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
$168M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1 +$33.4M
2 +$19.7M
3 +$12.8M
4
VUG icon
Vanguard Growth ETF
VUG
+$12.1M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.86%
2 Consumer Staples 3.36%
3 Technology 2.89%
4 Communication Services 2.49%
5 Industrials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1K ﹤0.01%
+41
177
$1K ﹤0.01%
+90
178
$1K ﹤0.01%
+20
179
$1K ﹤0.01%
+51
180
$0 ﹤0.01%
+97
181
$0 ﹤0.01%
+1
182
$0 ﹤0.01%
+26