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
$277M
AUM Growth
+$854K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1 +$1.61M
2 +$896K
3 +$540K
4
CVX icon
Chevron
CVX
+$446K
5
BHP icon
BHP
BHP
+$237K

Sector Composition

1 Financials 3.26%
2 Healthcare 2.79%
3 Consumer Staples 2.74%
4 Technology 2.53%
5 Industrials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$1K ﹤0.01%
12
+1
202
$0 ﹤0.01%
6
+1
203
0
204
$0 ﹤0.01%
20
205
-6,000
206
$0 ﹤0.01%
+30
207
-42