GFL

Granite FO LLC Portfolio holdings

AUM $184M
1-Year Est. Return 13.56%
This Quarter Est. Return
1 Year Est. Return
+13.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$1.86M
3
+$1.69M
4
MSFT icon
Microsoft
MSFT
+$1.21M
5
GLD icon
SPDR Gold Trust
GLD
+$1.11M

Top Sells

1
+$410K
2
+$353K
3
+$347K
4
AMZN icon
Amazon
AMZN
+$283K
5
AEM icon
Agnico Eagle Mines
AEM
+$236K

Sector Composition

1 Financials 23.85%
2 Healthcare 4.82%
3 Technology 3.12%
4 Industrials 2.17%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$50K 0.03%
500
152
$48.1K 0.03%
+1,000
153
$46.1K 0.03%
243
154
$45.1K 0.03%
3,500
155
$44.3K 0.03%
561
+487
156
$43.1K 0.03%
+1,500
157
$42.6K 0.03%
+1,000
158
$42.5K 0.03%
+478
159
$36.5K 0.02%
+1,175
160
$35.8K 0.02%
+4,100
161
$35.6K 0.02%
+400
162
$35.3K 0.02%
+1,552
163
$35K 0.02%
+500
164
$34.2K 0.02%
171
+120
165
$33.6K 0.02%
208
+94
166
$33.1K 0.02%
1,056
167
$32.8K 0.02%
+600
168
$32.8K 0.02%
+1,000
169
$31.9K 0.02%
+1,500
170
$30.7K 0.02%
+400
171
$28.9K 0.02%
76
172
$28.6K 0.02%
+2,000
173
$28.4K 0.02%
+575
174
$28.1K 0.02%
555
175
$25.7K 0.02%
300
5 6
7
8 9