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Home > Institutional Investor > Greenwood Gearhart Inc > Profile

Instuitional Investor - Greenwood Gearhart Inc

Fund Profile
Filing Period:
Fund Name: Greenwood Gearhart Inc
Portfolio Value $927,743,002
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
S&P 500 Index Etf
 188,685 $82,417,608 8.79%
2.
Schwab Strategic Trust
 FNDF 1,107,955 $62,488,443 6.66%
3.
Ishares Intermediate Credit Bond Etf
 991,562 $51,561,224 5.49%
4.
Apple Inc.
 AAPL 205,158 $39,499,485 4.21%
5.
Microsoft Corp
 MSFT 93,739 $35,248,330 3.75%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)