GSB

Greenfield Savings Bank Portfolio holdings

AUM $237M
1-Year Est. Return 20.27%
This Quarter Est. Return
1 Year Est. Return
+20.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$260K
2
+$230K
3
+$229K
4
ARKK icon
ARK Innovation ETF
ARKK
+$226K
5
STX icon
Seagate
STX
+$217K

Top Sells

1
+$394K
2
+$324K
3
+$291K
4
AAPL icon
Apple
AAPL
+$262K
5
AFL icon
Aflac
AFL
+$214K

Sector Composition

1 Technology 20.51%
2 Healthcare 13.24%
3 Financials 12.29%
4 Consumer Staples 9.38%
5 Industrials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.14%
25,385
+507
27
$1.74M 1.13%
11,234
-239
28
$1.62M 1.05%
7,929
+20
29
$1.6M 1.04%
8,796
-320
30
$1.55M 1.01%
40,878
-1,474
31
$1.52M 0.99%
8,167
-25
32
$1.52M 0.99%
78,915
+357
33
$1.49M 0.97%
4,486
-16
34
$1.46M 0.95%
27,940
-185
35
$1.44M 0.94%
6,311
+151
36
$1.39M 0.9%
16,712
+823
37
$1.35M 0.88%
18,147
+682
38
$1.34M 0.87%
11,667
-462
39
$1.31M 0.85%
9,390
+90
40
$1.27M 0.83%
10,358
-268
41
$1.26M 0.82%
3,071
-107
42
$1.24M 0.8%
5,836
-260
43
$1.22M 0.79%
10,794
-404
44
$1.22M 0.79%
12,617
-39
45
$1.19M 0.77%
26,575
-1,250
46
$1.16M 0.75%
40,393
-2,687
47
$1.16M 0.75%
19,938
+1,053
48
$1.15M 0.75%
16,044
+510
49
$1.13M 0.73%
44,778
-3,533
50
$1.09M 0.71%
16,407
+159
1
2
3 4 5