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
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$8.86M
3
+$6.92M
4
GILD icon
Gilead Sciences
GILD
+$4.6M
5
CHX
ChampionX
CHX
+$3.41M

Top Sells

1
+$25.2M
2
+$9.16M
3
+$4.86M
4
SBR
Sabine Royalty Trust
SBR
+$1.24M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$598K

Sector Composition

1 Financials 34.91%
2 Energy 21.71%
3 Healthcare 15.83%
4 Technology 12.04%
5 Consumer Discretionary 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$711K 0.15%
9,103
-500
52
$636K 0.14%
+34,100
53
$619K 0.13%
8,172
54
$606K 0.13%
62,815
-1,700
55
$585K 0.13%
5,408
-93
56
$563K 0.12%
11,170
-725
57
$521K 0.11%
11,860
+730
58
$499K 0.11%
6,875
59
$477K 0.1%
10,985
60
$474K 0.1%
4,295
61
$463K 0.1%
19,111
+36
62
$452K 0.1%
5,593
+1,934
63
$437K 0.09%
3,153
64
$431K 0.09%
14,425
65
$388K 0.08%
2,475
66
$373K 0.08%
7,500
-100
67
$325K 0.07%
5,717
+174
68
$308K 0.07%
+1,358
69
$308K 0.07%
5,880
-750
70
$282K 0.06%
2,862
+300
71
$256K 0.06%
9,240
72
$253K 0.05%
7,650
73
$245K 0.05%
5,980
-67
74
$242K 0.05%
1,820
-3
75
$233K 0.05%
10,950
1 2
3
4