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
$464M
AUM Growth
+$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$5.85M
3
+$3.48M
4
SBR
Sabine Royalty Trust
SBR
+$1.19M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.04M

Top Sells

1
+$13.4M
2
+$6.68M
3
+$5.34M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.2M
5
CHX
ChampionX
CHX
+$3.41M

Sector Composition

1 Financials 37.47%
2 Energy 20.74%
3 Healthcare 13.4%
4 Technology 13.16%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$493K 0.11%
14,325
-100
52
$488K 0.11%
6,875
53
$457K 0.1%
10,610
-375
54
$456K 0.1%
5,593
55
$455K 0.1%
4,245
-50
56
$454K 0.1%
11,360
-500
57
$445K 0.1%
3,153
58
$441K 0.1%
1,833
+475
59
$414K 0.09%
2,475
60
$394K 0.08%
+9,037
61
$373K 0.08%
8,170
-3,000
62
$370K 0.08%
32,550
-30,265
63
$345K 0.07%
5,717
64
$344K 0.07%
7,275
-225
65
$304K 0.07%
2,662
-200
66
$268K 0.06%
10,875
-75
67
$265K 0.06%
9,240
68
$259K 0.06%
7,650
69
$257K 0.06%
5,980
70
$242K 0.05%
2,275
71
$233K 0.05%
8,400
72
$229K 0.05%
4,319
73
$219K 0.05%
5,650
-13,403
74
$206K 0.04%
4,100
-11,704
75
$201K 0.04%
+1,140
1 2
3
4