GSB
Greenfield Savings Bank Portfolio holdings
AUM
$238M
1-Year Est. Return
23.28%
This Fund
S&P 500
1 Year Est. Return
+23.28%
AUM
$237M
AUM Growth
+$16.6M
(+7.5%)
Holding
153
Top Buys
| 1 | +$478K | |
| 2 | +$403K | |
| 3 | +$328K | |
| 4 |
Progressive
PGR
|
+$245K |
| 5 |
Packaging Corp of America
PKG
|
+$214K |
Top Sells
| 1 | +$519K | |
| 2 | +$413K | |
| 3 | +$282K | |
| 4 |
CVS Health
CVS
|
+$244K |
| 5 |
Colgate-Palmolive
CL
|
+$222K |
Sector Composition
| 1 | Technology | 24.02% |
| 2 | Financials | 14.54% |
| 3 | Consumer Discretionary | 8.18% |
| 4 | Communication Services | 7.7% |
| 5 | Healthcare | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Digital Realty Trust
DLR
$59.5B
| – | – |
-1,238
|
|
||
152
Regencell Bioscience
RGC
$13.5B
| – | – |
-11,000
|
|
||
153
United Parcel Service
UPS
$81.4B
| – | – |
-4,089
|
|