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
$401M
AUM Growth
-$1.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.9M
3
+$1.36M
4
BP icon
BP
BP
+$422K
5
NOV icon
NOV
NOV
+$395K

Top Sells

1
+$1.24M
2
+$1.1M
3
+$1.06M
4
USB icon
US Bancorp
USB
+$857K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$722K

Sector Composition

1 Financials 35.98%
2 Energy 18.71%
3 Healthcare 10.86%
4 Technology 9.71%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$614K 0.15%
31,810
+10,475
52
$593K 0.15%
58,350
-6,000
53
$558K 0.14%
17,750
+1,000
54
$432K 0.11%
200
55
$426K 0.11%
3,100
-500
56
$395K 0.1%
5,770
57
$388K 0.1%
7,562
58
$380K 0.09%
10,475
-300
59
$368K 0.09%
13,004
+2,000
60
$354K 0.09%
4,470
+1,700
61
$348K 0.09%
5,856
-371
62
$338K 0.08%
+14,325
63
$315K 0.08%
4,484
-100
64
$303K 0.08%
2,623
+48
65
$258K 0.06%
9,340
66
$252K 0.06%
5,732
67
$250K 0.06%
3,950
-250
68
$244K 0.06%
+10,825
69
$233K 0.06%
6,175
70
$227K 0.06%
2,570
71
$225K 0.06%
+1,348
72
$203K 0.05%
+4,319
73
$201K 0.05%
10,775
74
$115K 0.03%
+750
75
– –
-2,000
1 2
3