GFL

Granite FO LLC Portfolio holdings

AUM $169M
1-Year Est. Return 15.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$7.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$162K
2
+$68.4K
3
+$22.8K
4
PSKY
Paramount Skydance Corp
PSKY
+$9.09K
5
TTI icon
TETRA Technologies
TTI
+$8.54K

Top Sells

1
+$1.16M
2
+$352K
3
+$186K
4
IYH icon
iShares US Healthcare ETF
IYH
+$177K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$177K

Sector Composition

1 Financials 29.9%
2 Technology 6.47%
3 Consumer Discretionary 1.65%
4 Healthcare 1.23%
5 Communication Services 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24.6K 0.01%
1,000
102
$24.4K 0.01%
103
103
$23.5K 0.01%
252
104
$23.3K 0.01%
20
105
$22.9K 0.01%
812
106
$22.6K 0.01%
1,500
107
$16.5K 0.01%
37
108
$15.9K 0.01%
133
109
$15.7K 0.01%
126
110
$13.2K 0.01%
18
111
$12K 0.01%
100
112
$11.8K 0.01%
42
113
$11.5K 0.01%
+2,000
114
$11.4K 0.01%
+1,000
115
$10.9K 0.01%
+575
116
$9.69K 0.01%
1,078
117
$9.05K ﹤0.01%
108
118
$7.94K ﹤0.01%
25
119
$7.93K ﹤0.01%
+1,000
120
$7.85K ﹤0.01%
23
121
$7.55K ﹤0.01%
+500
122
$7.37K ﹤0.01%
138
123
$6.82K ﹤0.01%
9
124
$6.19K ﹤0.01%
50
125
$5.27K ﹤0.01%
125
3 4
5
6 7