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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$7.59M
3
+$3.29M
4
HD icon
Home Depot
HD
+$3.26M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.64%
2 Healthcare 14.37%
3 Financials 13.24%
4 Consumer Staples 9.55%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$236K 0.16%
+3,301
127
$235K 0.16%
+1,009
128
$230K 0.15%
+4,462
129
$229K 0.15%
+9,270
130
$228K 0.15%
+822
131
$226K 0.15%
+2,521
132
$218K 0.15%
+6,849
133
$214K 0.14%
+1,106
134
$212K 0.14%
+2,718
135
$209K 0.14%
+1,758
136
$203K 0.14%
+18,700
137
$202K 0.14%
+1,024
138
$136K 0.09%
+5,760
2 3 4 5
6