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
$373M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$21M
2 +$20.9M
3 +$5.68M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$5.4M
5
VZ icon
Verizon
VZ
+$3.52M

Top Sells

1 +$5.7M
2 +$4.46M
3 +$3.45M
4
KHC icon
Kraft Heinz
KHC
+$3.12M
5
BG icon
Bunge Global
BG
+$2.31M

Sector Composition

1 Industrials 14.4%
2 Healthcare 14%
3 Financials 11.34%
4 Technology 10.54%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-95,569
77
-12,075
78
-848