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
$480M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$5.76M
3
+$5.73M
4
CAH icon
Cardinal Health
CAH
+$1.93M
5
XOM icon
Exxon Mobil
XOM
+$804K

Top Sells

1
+$11.7M
2
+$2.05M
3
+$1.97M
4
FDX icon
FedEx
FDX
+$1.26M
5
PLTR icon
Palantir
PLTR
+$1.11M

Sector Composition

1 Financials 41.77%
2 Technology 15.59%
3 Energy 14.28%
4 Healthcare 10.67%
5 Consumer Staples 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$882K 0.18%
15,250
52
$830K 0.17%
21,254
-275
53
$800K 0.17%
5,275
-150
54
$775K 0.16%
4,100
55
$772K 0.16%
5,700
-200
56
$724K 0.15%
13,810
+1,625
57
$711K 0.15%
23,380
-800
58
$641K 0.13%
5,350
59
$619K 0.13%
13,840
-350
60
$576K 0.12%
28,107
-878
61
$548K 0.11%
33,880
-1,270
62
$534K 0.11%
28,175
+18,050
63
$531K 0.11%
+3,801
64
$531K 0.11%
2,395
65
$519K 0.11%
5,825
+425
66
$519K 0.11%
8,104
+531
67
$508K 0.11%
3,270
-52
68
$504K 0.11%
22,031
+529
69
$501K 0.1%
3,108
+399
70
$496K 0.1%
2,215
71
$490K 0.1%
+35,500
72
$474K 0.1%
1,904
+132
73
$472K 0.1%
7,266
+1,114
74
$459K 0.1%
5,175
75
$427K 0.09%
+6,875
1 2
3
4