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
$548M
AUM Growth
+$6.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.02M
3
+$2.04M
4
NAT icon
Nordic American Tanker
NAT
+$1.44M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$2.95M
2
+$2.85M
3
+$1.34M
4
XOM icon
Exxon Mobil
XOM
+$1.25M
5
GILD icon
Gilead Sciences
GILD
+$575K

Sector Composition

1 Financials 39.36%
2 Energy 16.82%
3 Healthcare 14.69%
4 Technology 13.33%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$592K 0.11%
4,950
52
$577K 0.11%
2,370
53
$562K 0.1%
2,010
54
$468K 0.09%
4,625
55
$442K 0.08%
1,975
-300
56
$440K 0.08%
4,525
+100
57
$414K 0.08%
+39,500
58
$398K 0.07%
+5,725
59
$355K 0.06%
2,150
60
$310K 0.06%
3,625
-200
61
$306K 0.06%
8,180
-425
62
$278K 0.05%
+9,165
63
$275K 0.05%
10,226
-625
64
$274K 0.05%
9,175
-150
65
$274K 0.05%
2,120
66
$270K 0.05%
9,030
67
$244K 0.04%
3,412
68
$240K 0.04%
1,050
69
$215K 0.04%
4,319
70
$210K 0.04%
+729
71
$206K 0.04%
7,100
+475
72
– –
-2,200
73
– –
-5,415
74
– –
-1,392
75
– –
-13,885
1 2
3