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GG

Greenwood Gearhart Portfolio holdings

AUM $1.85B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$21.5M
3
+$11.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.2M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.38M

Top Sells

1
+$12.8M
2
+$10.7M
3
+$5.46M
4
J icon
Jacobs Solutions
J
+$4.31M
5
MRK icon
Merck
MRK
+$4.08M

Sector Composition

1 Technology 13.21%
2 Financials 7.29%
3 Communication Services 5.52%
4 Industrials 5.32%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
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