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
$173M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1 +$368K
2 +$353K
3 +$351K
4
BAC icon
Bank of America
BAC
+$63.9K
5
GOCO icon
GoHealth
GOCO
+$33K

Top Sells

1 +$561K
2 +$325K
3 +$314K
4
VTV icon
Vanguard Value ETF
VTV
+$176K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$151K

Sector Composition

1 Healthcare 4.11%
2 Consumer Staples 3.54%
3 Financials 2.99%
4 Technology 2.97%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-222
177
$0 ﹤0.01%
90
178
-243
179
-1,545
180
$0 ﹤0.01%
1
181
-248
182
-432