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
$211M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$231K
3
+$230K
4
ACN icon
Accenture
ACN
+$227K
5
TSLA icon
Tesla
TSLA
+$226K

Top Sells

1
+$283K
2
+$229K
3
+$225K
4
TER icon
Teradyne
TER
+$221K
5
LRCX icon
Lam Research
LRCX
+$211K

Sector Composition

1 Technology 22.65%
2 Financials 13.48%
3 Healthcare 10.25%
4 Consumer Staples 8.3%
5 Consumer Discretionary 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$744K 0.35%
840
77
$729K 0.35%
2,450
-6
78
$721K 0.34%
3,901
-3
79
$716K 0.34%
6,280
-24
80
$699K 0.33%
2,423
+517
81
$698K 0.33%
5,164
-107
82
$697K 0.33%
2,011
83
$696K 0.33%
6,362
-290
84
$689K 0.33%
15,058
+188
85
$668K 0.32%
1,265
86
$665K 0.32%
7,294
+56
87
$663K 0.31%
3,765
-29
88
$651K 0.31%
2,735
-16
89
$643K 0.31%
612
+136
90
$628K 0.3%
2,396
-6
91
$618K 0.29%
63
92
$613K 0.29%
1,184
+107
93
$608K 0.29%
4,886
-190
94
$602K 0.29%
12,591
-1,522
95
$598K 0.28%
25,470
-664
96
$575K 0.27%
2,077
97
$562K 0.27%
6,700
-533
98
$554K 0.26%
2,919
-1
99
$520K 0.25%
3,191
100
$515K 0.24%
892
2 3
4
5 6