GT

Greenleaf Trust Portfolio holdings

AUM $10.9B
1-Year Est. Return 8.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.53B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$9.78M
3
+$6.89M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.51M
5
AMZN icon
Amazon
AMZN
+$5.06M

Top Sells

1
+$24.9M
2
+$12.7M
3
+$8.89M
4
C icon
Citigroup
C
+$8.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.1M

Sector Composition

1 Healthcare 69.67%
2 Technology 3.57%
3 Financials 2.74%
4 Consumer Discretionary 2.16%
5 Communication Services 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$433K 0.01%
7,524
+82
377
$429K 0.01%
1,753
-522
378
$429K 0.01%
3,901
379
$425K 0.01%
10,838
-842
380
$419K 0.01%
6,863
-302
381
$418K 0.01%
5,266
-66
382
$416K 0.01%
7,971
-39
383
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14,983
-231
384
$408K 0.01%
6,408
+1,276
385
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3,118
-13
386
$404K 0.01%
1,511
387
$404K 0.01%
8,241
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388
$403K 0.01%
6,905
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389
$403K 0.01%
112,366
+89,804
390
$402K 0.01%
3,211
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391
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4,538
392
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11,004
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393
$397K 0.01%
1,033
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394
$389K 0.01%
2,709
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395
$389K 0.01%
7,921
396
$388K 0.01%
6,367
+35
397
$388K 0.01%
7,357
398
$385K 0.01%
5,510
+391
399
$381K 0.01%
2,126
+169
400
$381K 0.01%
1,399
+151
14 15
16
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