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
$859M
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$9.54M
3 +$9.25M
4
JBHT icon
JB Hunt Transport Services
JBHT
+$4.63M
5
BOC icon
Boston Omaha
BOC
+$4.35M

Top Sells

1 +$9.05M
2 +$7.51M
3 +$5.58M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.18M
5
SHEL icon
Shell
SHEL
+$4.18M

Sector Composition

1 Technology 21.18%
2 Financials 11.29%
3 Industrials 9.93%
4 Healthcare 6.73%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,790
102
-97,077