GA

Greenspring Advisors Portfolio holdings

AUM $422M
1-Year Est. Return 4.55%
This Quarter Est. Return
1 Year Est. Return
+4.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$81.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$545K
2 +$456K
3 +$408K
4
CVX icon
Chevron
CVX
+$365K
5
IBM icon
IBM
IBM
+$339K

Sector Composition

1 Technology 2.16%
2 Financials 1.17%
3 Healthcare 1%
4 Consumer Staples 0.72%
5 Communication Services 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-406