GFG
Gray Financial Group Portfolio holdings
AUM
$257M
This Quarter Return
-2.27%
1 Year Return
+11.6%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$273M
AUM Growth
+$273M
(-5.9%)
Cap. Flow
-$10.4M
Cap. Flow
% of AUM
-3.8%
Top 10 Holdings %
Top 10 Hldgs %
93.83%
Holding
60
New
1
Increased
2
Reduced
12
Closed
1
Top Buys
| 1 |
Omega Healthcare
OHI
|
$197K |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$1.7K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$748 |
Top Sells
Sector Composition
| 1 | Industrials | 0.98% |
| 2 | Consumer Discretionary | 0.65% |
| 3 | Financials | 0.45% |
| 4 | Healthcare | 0.38% |
| 5 | Technology | 0.31% |
