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
$542M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$5.04M
3
+$4.97M
4
GNRC icon
Generac Holdings
GNRC
+$738K
5
TSLA icon
Tesla
TSLA
+$467K

Top Sells

1
+$5.56M
2
+$4.09M
3
+$3.19M
4
IBM icon
IBM
IBM
+$3.14M
5
XOM icon
Exxon Mobil
XOM
+$2.83M

Sector Composition

1 Financials 39.14%
2 Energy 17.48%
3 Healthcare 16.88%
4 Technology 11.19%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.22M 0.78%
112,984
-85,485
27
$3.82M 0.7%
87,546
+1,918
28
$3.45M 0.64%
17,325
-300
29
$2.93M 0.54%
61,428
-2,600
30
$2.55M 0.47%
63,854
-1,550
31
$2.35M 0.43%
23,241
-2,654
32
$2.16M 0.4%
16,641
-50
33
$1.88M 0.35%
10,395
-1,325
34
$1.66M 0.31%
10,502
-418
35
$1.49M 0.27%
24,215
-9,435
36
$1.46M 0.27%
22,581
-150
37
$1.31M 0.24%
25,634
-5,943
38
$1.3M 0.24%
12,452
-4,150
39
$1.08M 0.2%
18,008
-850
40
$1.02M 0.19%
2,727
-505
41
$955K 0.18%
7,754
+3,790
42
$912K 0.17%
6,800
43
$816K 0.15%
3,810
44
$738K 0.14%
+7,334
45
$718K 0.13%
4,950
46
$677K 0.12%
4,100
47
$650K 0.12%
6,485
-374
48
$648K 0.12%
4,275
-100
49
$633K 0.12%
2,275
-75
50
$530K 0.1%
2,010
1
2
3