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
$514M
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Sells

1 +$10.2M
2 +$5.45M
3 +$1.63M
4
GM icon
General Motors
GM
+$698K
5
ARKK icon
ARK Innovation ETF
ARKK
+$696K

Sector Composition

1 Technology 14.62%
2 Financials 14.17%
3 Communication Services 8.69%
4 Industrials 8.02%
5 Healthcare 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$231K 0.05%
+10,164
77
$219K 0.04%
+930
78
$211K 0.04%
+877
79
-250,402
80
-168,850