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
$725M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$9.7M
2 +$1.96M
3 +$1.75M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.25M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.13M

Top Sells

1 +$5.03M
2 +$2.32M
3 +$1.51M
4
UL icon
Unilever
UL
+$1.36M
5
ZBH icon
Zimmer Biomet
ZBH
+$211K

Sector Composition

1 Technology 18.7%
2 Financials 12.98%
3 Industrials 8.73%
4 Communication Services 7.96%
5 Healthcare 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,483