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
101
$483K 0.23%
2,798
+1,338
102
$480K 0.23%
1,328
103
$470K 0.22%
3,445
+1,164
104
$456K 0.22%
7,207
-367
105
$455K 0.22%
3,254
-229
106
$440K 0.21%
4,886
+2,050
107
$437K 0.21%
1,445
108
$420K 0.2%
4,368
109
$410K 0.19%
6,546
-284
110
$409K 0.19%
10,039
-241
111
$401K 0.19%
18,239
+287
112
$394K 0.19%
17,068
-809
113
$390K 0.19%
2,236
+178
114
$387K 0.18%
3,151
+435
115
$385K 0.18%
4,348
+75
116
$385K 0.18%
2,829
+268
117
$379K 0.18%
+1,383
118
$377K 0.18%
2,000
119
$364K 0.17%
15,148
-645
120
$356K 0.17%
2,535
121
$350K 0.17%
813
122
$331K 0.16%
5,022
123
$321K 0.15%
2,875
124
$320K 0.15%
2,433
125
$309K 0.15%
3,512
3 4
5
6 7