GIM

Greylin Investment Management Portfolio holdings

AUM $598M
1-Year Est. Return 18.59%
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$997K
3
+$856K
4
BP icon
BP
BP
+$791K
5
SRG
Seritage Growth Properties
SRG
+$715K

Top Sells

1
+$3.2M
2
+$2.41M
3
+$1.18M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$860K
5
HD icon
Home Depot
HD
+$330K

Sector Composition

1 Financials 36.67%
2 Energy 18.12%
3 Healthcare 10.47%
4 Consumer Discretionary 9.37%
5 Technology 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.5%
25,330
-1,950
27
$1.68M 0.44%
11,024
-490
28
$1.6M 0.42%
38,155
-550
29
$1.51M 0.39%
13,625
-500
30
$1.44M 0.38%
28,900
+14,300
31
$1.36M 0.36%
1,656
-2,920
32
$1.23M 0.32%
19,485
-450
33
$1.05M 0.27%
9,860
-708
34
$938K 0.24%
11,390
-25
35
$913K 0.24%
9,575
-300
36
$913K 0.24%
32,464
-1,002
37
$856K 0.22%
+28,927
38
$820K 0.21%
13,846
-450
39
$771K 0.2%
73,680
+34,900
40
$687K 0.18%
6,633
-206
41
$682K 0.18%
79,500
-18,075
42
$645K 0.17%
12,572
+200
43
$621K 0.16%
20,996
44
$597K 0.16%
5,825
-200
45
$582K 0.15%
11,725
-950
46
$543K 0.14%
6,911
47
$519K 0.14%
11,605
+3,080
48
$465K 0.12%
4,600
+950
49
$427K 0.11%
200
50
$405K 0.11%
10,875
-200
1
2
3 4