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
$156M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$224K
3
+$176K
4
MRK icon
Merck
MRK
+$128K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$85.2K

Top Sells

1
+$1.15M
2
+$318K
3
+$240K
4
PM icon
Philip Morris
PM
+$208K
5
VTV icon
Vanguard Value ETF
VTV
+$203K

Sector Composition

1 Financials 31.87%
2 Consumer Discretionary 2.41%
3 Technology 2.33%
4 Healthcare 2.12%
5 Communication Services 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
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