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
126
$229K 0.15%
+3,292
127
$227K 0.15%
3,512
128
$226K 0.15%
+5,596
129
$219K 0.14%
5,969
-164
130
$217K 0.14%
+3,281
131
$216K 0.14%
1,024
132
$210K 0.14%
1,695
-18
133
$209K 0.14%
2,783
-300
134
$209K 0.14%
+1,500
135
$201K 0.13%
+2,051
136
– –
-877
137
– –
-2,975
138
– –
-13,864
139
– –
-8,380
140
– –
-12,004
141
– –
-827
2 3 4 5
6