GIM

Greylin Investment Management Portfolio holdings

AUM $598M
1-Year Est. Return 18.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$3.65M
3
+$2.13M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$1.6M
5
NOV icon
NOV
NOV
+$1.16M

Top Sells

1
+$4.58M
2
+$2.1M
3
+$1.47M
4
KO icon
Coca-Cola
KO
+$1.29M
5
BP icon
BP
BP
+$559K

Sector Composition

1 Financials 36.83%
2 Energy 18.18%
3 Healthcare 11.22%
4 Technology 8.46%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,650
77
– –
-1,726
1 2 3
4