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
$148M
AUM Growth
-$6.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$513K
3
+$318K
4
TSLA icon
Tesla
TSLA
+$310K
5
PHM icon
Pultegroup
PHM
+$284K

Top Sells

1
+$3.47M
2
+$3.32M
3
+$3.26M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.74M
5
T icon
AT&T
T
+$1.52M

Sector Composition

1 Technology 25.58%
2 Healthcare 11.27%
3 Financials 10.87%
4 Consumer Staples 10.23%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 1.13%
26,152
+767
27
$1.64M 1.11%
6,671
+360
28
$1.63M 1.1%
8,781
-15
29
$1.6M 1.09%
4,661
+175
30
$1.49M 1.01%
28,711
+771
31
$1.47M 1%
10,204
-154
32
$1.47M 1%
8,167
33
$1.39M 0.94%
18,337
+1,930
34
$1.29M 0.88%
11,564
-103
35
$1.29M 0.87%
18,659
+512
36
$1.25M 0.84%
11,443
+649
37
$1.25M 0.84%
16,168
-544
38
$1.22M 0.83%
28,930
-8,480
39
$1.21M 0.82%
26,715
+140
40
$1.18M 0.8%
20,898
+960
41
$1.18M 0.8%
41,013
+620
42
$1.16M 0.79%
16,039
-5
43
$1.13M 0.77%
12,611
-6
44
$1.1M 0.74%
9,355
-35
45
$1.07M 0.73%
14,701
46
$1.07M 0.72%
4,496
-304
47
$1.06M 0.72%
10,838
+73
48
$1.02M 0.69%
30,520
-2,779
49
$1.01M 0.69%
2,967
50
$998K 0.68%
8,378
+1,226
1
2
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