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GT

Greenleaf Trust Portfolio holdings

AUM $10.2B
1-Year Est. Return 2.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.38B
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.46M
3
+$8.09M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.44M
5
AMZN icon
Amazon
AMZN
+$3.56M

Top Sells

1
+$42.3M
2
+$9.55M
3
+$3.05M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.6M
5
AAPL icon
Apple
AAPL
+$1.48M

Sector Composition

1 Healthcare 65.96%
2 Technology 4.67%
3 Financials 3.26%
4 Consumer Discretionary 2.37%
5 Communication Services 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$526K 0.01%
3,844
+1,272
402
$524K 0.01%
5,156
+675
403
$524K 0.01%
1,275
-1
404
$517K 0.01%
+2,076
405
$514K 0.01%
9,065
+1,465
406
$513K 0.01%
5,120
407
$512K 0.01%
3,933
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408
$511K 0.01%
21,754
-468
409
$511K 0.01%
10,234
410
$506K 0.01%
3,775
411
$505K 0.01%
16,016
-22,664
412
$504K 0.01%
11,052
-846
413
$504K 0.01%
2,190
-203
414
$503K 0.01%
11,104
+207
415
$503K 0.01%
5,317
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416
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2,919
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417
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7,122
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418
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2,007
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419
$497K 0.01%
6,773
-174
420
$494K 0.01%
4,454
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421
$493K 0.01%
10,751
-165
422
$492K 0.01%
1,189
+67
423
$490K 0.01%
9,743
-9,930
424
$490K 0.01%
18,466
+1,923
425
$489K 0.01%
2,158
-753
15 16
17
18 19