GGI

Godsey & Gibb Inc Portfolio holdings

AUM $1.13B
1-Year Est. Return 19.82%
This Quarter Est. Return
1 Year Est. Return
+19.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$550M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$976K
2 +$679K
3 +$388K
4
CVX icon
Chevron
CVX
+$318K
5
KO icon
Coca-Cola
KO
+$306K

Top Sells

1 +$1.26M
2 +$822K
3 +$641K
4
RY icon
Royal Bank of Canada
RY
+$609K
5
MRK icon
Merck
MRK
+$598K

Sector Composition

1 Financials 15.26%
2 Healthcare 14.39%
3 Technology 13.77%
4 Communication Services 12.52%
5 Consumer Staples 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$252K 0.05%
4,549
-265