CG

CLEARY GULL INC.

13F
CLEARY GULL INC.
Last update 2015-05-14 74 Stocks (0 new)
Value $103.00 Mil Turnover 0 %
Countries:
Top Holdings:
Summary Stock Picks Current Portfolio
CLEARY GULL INC. Top Holdings of 2015-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ACWX
iShares MSCI ACWI Ex US Index Fund
679,266
30,363.0
0%
29.360
0%
0.800
+23.09%
+17.75%
6,395.5
 
PCEF
Invesco CEF Income Composite ETF
1,225,461
29,227.0
0%
28.270
0%
3.240
+18.80%
+6.69%
817.9
 
VOE
Vanguard Mid-Cap Value ETF
252,398
23,198.0
0%
22.430
0%
0.220
+15.73%
+3.75%
17,341.6
 
BTZ
Blackrock Credit Allocation Income Trust
Blackrock Credit Allocation Income Trust
224,448
3,021.0
0%
2.920
0%
0.240
+13.33%
+9.50%
1,019.1
Asset Management
VTI
Vanguard Total Stock Market ETF
26,393
2,831.0
0%
2.740
0%
0.000
+23.77%
+6.14%
446,695.8
 
IWB
iShares Russell 1000 ETF
19,473
2,256.0
0%
2.180
0%
0.020
+23.63%
+6.52%
41,766.2
 
SPY
S&P 500 ETF TRUST ETF
10,815
2,233.0
0%
2.160
0%
0.000
+23.42%
+6.54%
638,360.3
 
IWF
iShares Russell 1000 Growth ETF
21,961
2,172.0
0%
2.100
0%
0.010
+30.56%
+6.11%
111,906.5
 
IWR
iShares Russell Mid-Cap ETF
23,400
1,013.0
0%
0.980
0%
0.000
+22.20%
+5.85%
43,880.1
 
IVV
iShares Core S&P 500 ETF
3,620
752.0
0%
0.730
0%
0.000
+23.58%
+6.63%
619,462.7
 

CLEARY GULL INC.'s Historical Top Holdings Breakdowns

CLEARY GULL INC. Total Holding History ($B)

To

CLEARY GULL INC.'s Asset Allocation

To

CLEARY GULL INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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CLEARY GULL INC.'s Hypothetical Growth since 2015-03-31

CLEARY GULL INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

CLEARY GULL INC.'s Holdings Heat Map

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CLEARY GULL INC.'s Holdings Bubble Chart

CLEARY GULL INC. News

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