GFL

Granite FO LLC Portfolio holdings

AUM $187M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$1.1M
3
+$325K
4
UPS icon
United Parcel Service
UPS
+$236K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$200K

Top Sells

1
+$1.27M
2
+$286K
3
+$266K
4
HD icon
Home Depot
HD
+$249K
5
DVY icon
iShares Select Dividend ETF
DVY
+$240K

Sector Composition

1 Financials 30.95%
2 Technology 5.53%
3 Consumer Discretionary 1.98%
4 Healthcare 1.95%
5 Communication Services 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.41K ﹤0.01%
+15
177
$1.4K ﹤0.01%
+10
178
$1.25K ﹤0.01%
+16
179
$1.22K ﹤0.01%
+5
180
$1.14K ﹤0.01%
+17
181
$835 ﹤0.01%
+2
182
$723 ﹤0.01%
+10
183
$648 ﹤0.01%
+12
184
$619 ﹤0.01%
+75
185
$495 ﹤0.01%
+11
186
$14 ﹤0.01%
+1
187
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