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
176
$8K ﹤0.01%
310
+1
177
$8K ﹤0.01%
215
+1
178
$7K ﹤0.01%
435
179
$7K ﹤0.01%
+2,982
180
$7K ﹤0.01%
+101
181
$7K ﹤0.01%
48
182
$7K ﹤0.01%
+22
183
$7K ﹤0.01%
4,250
184
$6K ﹤0.01%
40
185
$6K ﹤0.01%
+103
186
$6K ﹤0.01%
125
+64
187
$6K ﹤0.01%
112
+1
188
$6K ﹤0.01%
+25
189
$6K ﹤0.01%
207
+3
190
$6K ﹤0.01%
+37
191
$6K ﹤0.01%
3,500
192
$5K ﹤0.01%
55
193
$5K ﹤0.01%
131
194
$5K ﹤0.01%
99
+1
195
$5K ﹤0.01%
+29
196
$5K ﹤0.01%
+24
197
$5K ﹤0.01%
+29
198
$5K ﹤0.01%
60
199
$4K ﹤0.01%
+102
200
$4K ﹤0.01%
27
6 7
8
9 10