GF

Gries Financial Portfolio holdings

AUM $633M
1-Year Est. Return 13.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$534M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$3.72M
3
+$2.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.37M
5
CSCO icon
Cisco
CSCO
+$1.78M

Top Sells

1
+$2.85M
2
+$1.93M
3
+$1.85M
4
FDX icon
FedEx
FDX
+$1.59M
5
GS icon
Goldman Sachs
GS
+$1.58M

Sector Composition

1 Industrials 8.59%
2 Financials 8.28%
3 Technology 7.03%
4 Healthcare 4.4%
5 Consumer Staples 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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