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
101
$318K 0.22%
+3,943
102
$306K 0.21%
2,933
-310
103
$301K 0.2%
2,575
104
$296K 0.2%
8,951
+242
105
$284K 0.19%
+3,657
106
$282K 0.19%
1,625
107
$278K 0.19%
+11,671
108
$271K 0.18%
3,218
+500
109
$270K 0.18%
+11,934
110
$262K 0.18%
9,919
-15
111
$256K 0.17%
6,296
-150
112
$256K 0.17%
3,651
+359
113
$254K 0.17%
+5,344
114
$252K 0.17%
2,209
+158
115
$250K 0.17%
3,512
116
$245K 0.17%
5,546
-50
117
$242K 0.16%
2,537
+177
118
$239K 0.16%
1,281
-146
119
$238K 0.16%
6,169
+200
120
$236K 0.16%
962
-49
121
$233K 0.16%
+3,659
122
$228K 0.15%
4,284
-96
123
$227K 0.15%
2,043
-151
124
$226K 0.15%
6,393
-19
125
$225K 0.15%
1,024
2 3 4
5
6