GF

Gries Financial Portfolio holdings

AUM $633M
1-Year Est. Return 13.91%
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1 +$31.4M
2 +$21.8M
3 +$16.5M
4
AAPL icon
Apple
AAPL
+$9.27M
5
CTAS icon
Cintas
CTAS
+$7.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.27%
2 Financials 17.8%
3 Healthcare 10.92%
4 Industrials 10.36%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$244K 0.08%
+14,802
152
$243K 0.08%
+1,183
153
$239K 0.08%
+4,169
154
$234K 0.07%
+970
155
$229K 0.07%
+2,930
156
$227K 0.07%
+4,670
157
$226K 0.07%
+628
158
$225K 0.07%
+978
159
$224K 0.07%
+2,027
160
$217K 0.07%
+1,006
161
$214K 0.07%
+15,680
162
$212K 0.07%
+8,260
163
$204K 0.07%
+4,335
164
$201K 0.06%
+3,294
165
$23K 0.01%
+624