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
176
$40.3K ﹤0.01%
+1,492
177
$39.6K ﹤0.01%
+303
178
$36.6K ﹤0.01%
+425
179
$34.7K ﹤0.01%
+588
180
$34.1K ﹤0.01%
+1,183
181
$33.6K ﹤0.01%
+305
182
$32.8K ﹤0.01%
+952
183
$32.3K ﹤0.01%
+674
184
$30.4K ﹤0.01%
+528
185
$28.8K ﹤0.01%
+595
186
$28.8K ﹤0.01%
+500
187
$26K ﹤0.01%
+310
188
$24.7K ﹤0.01%
+2,775
189
$24.3K ﹤0.01%
+224
190
$24K ﹤0.01%
+200
191
$24K ﹤0.01%
+670
192
$23.8K ﹤0.01%
+167
193
$23.8K ﹤0.01%
+100
194
$23.7K ﹤0.01%
+300
195
$23.7K ﹤0.01%
633
-6,312
196
$23.6K ﹤0.01%
+250
197
$23.1K ﹤0.01%
+170
198
$23K ﹤0.01%
+141
199
$22.5K ﹤0.01%
+95
200
$21.4K ﹤0.01%
+424