GG

Gleason Group Portfolio holdings

AUM $1.02B
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$478M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.17M
3
+$1.07M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$1.01M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$612K

Top Sells

1
+$510K
2
+$434K
3
+$155K
4
AAPL icon
Apple
AAPL
+$144K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$141K

Sector Composition

1 Financials 1.85%
2 Consumer Staples 1.78%
3 Industrials 1.53%
4 Consumer Discretionary 1.41%
5 Technology 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
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