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GG

Greenwood Gearhart Portfolio holdings

AUM $1.85B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
-$4.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$12.3M
3
+$10.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$7.81M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.81M

Top Sells

1
+$6.5M
2
+$2.42M
3
+$1.78M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.53M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$1.37M

Sector Composition

1 Technology 10.9%
2 Financials 5.23%
3 Consumer Staples 4.14%
4 Communication Services 4.1%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,012
127
– –
-1,713
128
– –
-5,253
129
– –
-5,417
130
– –
-1,012
131
– –
-25,428
2 3 4 5
6