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
$542M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$5.04M
3
+$4.97M
4
GNRC icon
Generac Holdings
GNRC
+$738K
5
TSLA icon
Tesla
TSLA
+$467K

Top Sells

1
+$5.56M
2
+$4.09M
3
+$3.19M
4
IBM icon
IBM
IBM
+$3.14M
5
XOM icon
Exxon Mobil
XOM
+$2.83M

Sector Composition

1 Financials 39.14%
2 Energy 17.48%
3 Healthcare 16.88%
4 Technology 11.19%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$522K 0.1%
2,370
52
$508K 0.09%
4,625
-250
53
$448K 0.08%
4,425
-200
54
$445K 0.08%
13,885
-16,725
55
$319K 0.06%
8,605
-500
56
$318K 0.06%
2,150
57
$307K 0.06%
9,325
-50
58
$293K 0.05%
3,825
-1,525
59
$286K 0.05%
10,851
-2,442
60
$280K 0.05%
9,030
61
$270K 0.05%
2,120
-50
62
$268K 0.05%
5,415
-500
63
$252K 0.05%
+1,050
64
$224K 0.04%
+3,412
65
$222K 0.04%
1,392
-686
66
$218K 0.04%
+6,625
67
$211K 0.04%
+2,200
68
$203K 0.04%
+4,319
69
$169K 0.03%
24,195
-17,475
70
$31.3K 0.01%
10,225
-1,000
71
– –
-11,345
72
– –
-9,100
73
– –
-6,175
74
– –
-21,250
1 2
3