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
$267M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$179K
2 +$73.9K
3 +$71.4K
4
DD
Du Pont De Nemours E I
DD
+$43.9K
5
T icon
AT&T
T
+$32.8K

Sector Composition

1 Industrials 19.35%
2 Healthcare 16.63%
3 Consumer Staples 16.56%
4 Technology 11.49%
5 Financials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$604K 0.23%
+12,000
52
$484K 0.18%
2,055
+297
53
$359K 0.13%
3,994
+1,046