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
51
$1.09M 0.71%
33,299
-1,409
52
$1.08M 0.7%
4,800
-325
53
$1.06M 0.69%
7,305
-24
54
$1.05M 0.69%
10,765
-338
55
$1.04M 0.68%
37,410
-3,290
56
$1.02M 0.67%
14,701
57
$1.01M 0.66%
25,926
-610
58
$978K 0.64%
7,290
+60
59
$940K 0.61%
4,669
60
$937K 0.61%
3,876
-236
61
$934K 0.61%
8,783
-104
62
$916K 0.6%
2,967
63
$874K 0.57%
10,436
-60
64
$863K 0.56%
5,500
65
$853K 0.55%
4,461
+86
66
$815K 0.53%
3,836
-57
67
$785K 0.51%
15,969
-903
68
$751K 0.49%
3,758
-253
69
$711K 0.46%
1,539
-55
70
$706K 0.46%
7,054
-496
71
$694K 0.45%
1,037
-35
72
$693K 0.45%
5,913
-100
73
$678K 0.44%
2,359
+50
74
$675K 0.44%
4,036
-1
75
$665K 0.43%
7,152
+1,147
1 2
3
4 5