GSB

Greenfield Savings Bank Portfolio holdings

AUM $238M
1-Year Est. Return 23.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$232K
2
+$212K
3
+$208K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$205K
5
AVGO icon
Broadcom
AVGO
+$205K

Top Sells

1
+$583K
2
+$440K
3
+$262K
4
DEO icon
Diageo
DEO
+$242K
5
MSFT icon
Microsoft
MSFT
+$232K

Sector Composition

1 Technology 23.35%
2 Financials 12.97%
3 Healthcare 10.28%
4 Consumer Staples 8.23%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,559
152
– –
-967
153
– –
-2,484
154
– –
-4,106
155
– –
-4,027
3 4 5 6
7