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
51
$402K 0.1%
7,762
+3,162
52
$373K 0.1%
9,307
53
$336K 0.09%
6,570
-855
54
$332K 0.09%
15,850
+1,700
55
$324K 0.08%
6,227
-427
56
$324K 0.08%
2,575
57
$293K 0.08%
36,275
-2,775
58
$289K 0.08%
10,604
-900
59
$274K 0.07%
15,325
-475
60
$269K 0.07%
4,300
-500
61
$263K 0.07%
4,584
62
$257K 0.07%
2,870
63
$227K 0.06%
9,240
64
$216K 0.06%
+2,200
65
$215K 0.06%
6,650
-475
66
$208K 0.05%
4,575
-1,175
67
$152K 0.04%
10,775
+150
68
$89K 0.02%
5,973
-647
69
$69K 0.02%
10,300
-4,850
70
– –
-1,590
71
– –
-5,000
72
– –
-4,319
73
– –
-6,750
74
– –
-12,075
75
– –
-3,412
1 2
3
4