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
76
$635K 0.41%
10,234
-5
77
$624K 0.41%
2,775
78
$619K 0.4%
6,110
-303
79
$611K 0.4%
6,154
+15
80
$583K 0.38%
3,518
-312
81
$580K 0.38%
2,381
-11
82
$574K 0.37%
2,927
-125
83
$560K 0.36%
6,428
+117
84
$538K 0.35%
4,235
-303
85
$536K 0.35%
2,098
-103
86
$518K 0.34%
11,042
-992
87
$514K 0.33%
2,998
+103
88
$509K 0.33%
8,012
-6
89
$496K 0.32%
8,281
-50
90
$496K 0.32%
2,227
-345
91
$494K 0.32%
3,766
-99
92
$468K 0.3%
4,639
93
$468K 0.3%
13,531
-640
94
$458K 0.3%
4,829
-550
95
$436K 0.28%
1,472
+87
96
$430K 0.28%
3,190
97
$421K 0.27%
2,534
+112
98
$413K 0.27%
10,234
-1,925
99
$396K 0.26%
3,243
100
$382K 0.25%
4,465
2 3
4
5 6