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
$462M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$1.65M
3
+$1.19M
4
ROKU icon
Roku
ROKU
+$941K
5
WPP icon
WPP
WPP
+$800K

Top Sells

1
+$2.75M
2
+$2.48M
3
+$1.67M
4
GSK icon
GSK
GSK
+$1.54M
5
WFC icon
Wells Fargo
WFC
+$1.36M

Sector Composition

1 Financials 37.8%
2 Energy 19.27%
3 Healthcare 11.98%
4 Technology 9.77%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$549K 0.12%
18,687
52
$546K 0.12%
7,018
53
$526K 0.11%
3,153
-250
54
$523K 0.11%
19,500
-300
55
$479K 0.1%
11,995
-250
56
$469K 0.1%
6,875
57
$449K 0.1%
4,295
-84
58
$439K 0.1%
+9,137
59
$435K 0.09%
2,525
60
$431K 0.09%
10,470
-1,610
61
$402K 0.09%
11,155
-175
62
$383K 0.08%
5,357
63
$338K 0.07%
7,325
-44
64
$337K 0.07%
3,193
65
$291K 0.06%
14,475
66
$258K 0.06%
1,794
-153
67
$247K 0.05%
9,500
+100
68
$245K 0.05%
9,240
69
$241K 0.05%
4,319
70
$241K 0.05%
5,630
-200
71
$236K 0.05%
13,044
-14,816
72
$226K 0.05%
2,275
73
$225K 0.05%
+1,500
74
$219K 0.05%
+2,562
75
$202K 0.04%
11,025
-900
1 2
3
4