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
101
$368K 0.24%
1,288
102
$365K 0.24%
3,293
-433
103
$364K 0.24%
1,595
+68
104
$359K 0.23%
1,571
-50
105
$357K 0.23%
64
-8
106
$356K 0.23%
13,000
-154
107
$340K 0.22%
2,464
108
$314K 0.2%
8,709
-65
109
$306K 0.2%
5,313
110
$294K 0.19%
1,625
+60
111
$286K 0.19%
1,427
-79
112
$276K 0.18%
9,934
-8
113
$270K 0.18%
6,446
-516
114
$262K 0.17%
5,386
-447
115
$260K 0.17%
+675
116
$255K 0.17%
2,575
117
$243K 0.16%
6,412
-12
118
$242K 0.16%
704
119
$242K 0.16%
1,011
-65
120
$240K 0.16%
4,380
-170
121
$239K 0.16%
2,360
122
$236K 0.15%
2,194
-238
123
$233K 0.15%
2,718
124
$232K 0.15%
282
-25
125
$230K 0.15%
+1,107
2 3 4
5
6