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
$938M
AUM Growth
+$92.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$82.4M
2
+$56.3M
3
+$29.3M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$15.7M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$14.1M

Top Sells

1
+$15.6M
2
+$15.2M
3
+$14M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.6M
5
SYK icon
Stryker
SYK
+$13.3M

Sector Composition

1 Technology 13.89%
2 Financials 7.96%
3 Industrials 7.61%
4 Communication Services 5.93%
5 Healthcare 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$74.7K 0.01%
+388
152
$74.6K 0.01%
+90
153
$74.1K 0.01%
+6,075
154
$72.9K 0.01%
+1,200
155
$72.2K 0.01%
+1,065
156
$64K 0.01%
+1,500
157
$63.3K 0.01%
+1,290
158
$62.6K 0.01%
+350
159
$61.3K 0.01%
+990
160
$61K 0.01%
+359
161
$60.8K 0.01%
+475
162
$59.2K 0.01%
+486
163
$58.9K 0.01%
+193
164
$58.8K 0.01%
+2,700
165
$49.6K 0.01%
+423
166
$48.7K 0.01%
+400
167
$47.4K 0.01%
+2,374
168
$46.7K 0.01%
+600
169
$46.6K 0.01%
+705
170
$46.5K 0.01%
+95
171
$45.2K ﹤0.01%
+900
172
$42.3K ﹤0.01%
+96
173
$41.8K ﹤0.01%
+100
174
$41.2K ﹤0.01%
+177
175
$40.5K ﹤0.01%
6,659
5 6
7
8 9