GG

Greenwood Gearhart Portfolio holdings

AUM $1.6B
1-Year Est. Return 14.82%
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.24M
2 +$2.96M
3 +$2.49M
4
INTC icon
Intel
INTC
+$212K
5
UN
Unilever NV New York Registry Shares
UN
+$36K

Top Sells

1 +$948K
2 +$343K
3 +$301K
4
RTX icon
RTX Corp
RTX
+$268K
5
BA icon
Boeing
BA
+$253K

Sector Composition

1 Industrials 20.15%
2 Healthcare 17.12%
3 Consumer Staples 16.42%
4 Technology 12.42%
5 Energy 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$905K 0.37%
12,123
-12,700
52
$328K 0.13%
1,515
+87
53
$212K 0.09%
+5,625