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
$786M
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$9.59M
2 +$8.97M
3 +$8.79M
4
NVS icon
Novartis
NVS
+$5.03M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.32M

Sector Composition

1 Technology 19.96%
2 Financials 11.63%
3 Industrials 9.59%
4 Healthcare 7.56%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-124,729
102
-1,508