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
$464M
AUM Growth
+$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$5.85M
3
+$3.48M
4
SBR
Sabine Royalty Trust
SBR
+$1.19M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.04M

Top Sells

1
+$13.4M
2
+$6.68M
3
+$5.34M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.2M
5
CHX
ChampionX
CHX
+$3.41M

Sector Composition

1 Financials 37.47%
2 Energy 20.74%
3 Healthcare 13.4%
4 Technology 13.16%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 0.61%
26,215
-1,000
27
$2.76M 0.59%
3,074
+1,046
28
$2.71M 0.58%
36,916
-9,300
29
$2.61M 0.56%
22,764
-10
30
$2.6M 0.56%
38,230
-1,700
31
$2.47M 0.53%
50,789
-14,636
32
$2.47M 0.53%
59,087
-2,662
33
$2.46M 0.53%
45,439
+18,944
34
$1.63M 0.35%
108,830
-77,025
35
$1.62M 0.35%
138,975
-51,325
36
$1.45M 0.31%
78,785
+35,325
37
$1.37M 0.3%
11,216
-300
38
$1.23M 0.27%
21,864
-220
39
$1.19M 0.26%
+28,127
40
$1.11M 0.24%
15,155
-2,485
41
$1.04M 0.23%
+11,517
42
$1.03M 0.22%
6,250
-400
43
$1.01M 0.22%
6,338
-2,087
44
$998K 0.22%
8,840
-600
45
$735K 0.16%
19,005
-22,765
46
$733K 0.16%
8,803
-300
47
$709K 0.15%
47,585
-40,050
48
$690K 0.15%
5,408
49
$583K 0.13%
7,172
-1,000
50
$521K 0.11%
20,531
+1,420
1
2
3 4