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
$461M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$61.6M
2
+$4.92M
3
+$2.93M
4
GILD icon
Gilead Sciences
GILD
+$2.41M
5
XOM icon
Exxon Mobil
XOM
+$2.38M

Top Sells

1
+$5.63M
2
+$3.48M
3
+$1.42M
4
WPP icon
WPP
WPP
+$1.22M
5
WFC icon
Wells Fargo
WFC
+$1.2M

Sector Composition

1 Financials 37.1%
2 Energy 19.78%
3 Healthcare 12.38%
4 Technology 10.36%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.05%
+7,650
77
$209K 0.05%
765
-3,725
78
$203K 0.04%
10,950
-75
79
$180K 0.04%
11,944
-1,100
80
– –
-1,020
81
– –
-13,465
82
– –
-19,500
83
– –
-1,500
1 2 3
4