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
$706M
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$7.24M
3 +$1.86M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.7M
5
MSFT icon
Microsoft
MSFT
+$931K

Top Sells

1 +$5.5M
2 +$433K
3 +$330K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$316K
5
SO icon
Southern Company
SO
+$213K

Sector Composition

1 Technology 17.57%
2 Financials 13.57%
3 Industrials 10.17%
4 Healthcare 9.01%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,245
102
-8,689
103
-5,712