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
$464M
AUM Growth
+$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$5.85M
3
+$3.48M
4
SBR
Sabine Royalty Trust
SBR
+$1.19M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.04M

Top Sells

1
+$13.4M
2
+$6.68M
3
+$5.34M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.2M
5
CHX
ChampionX
CHX
+$3.41M

Sector Composition

1 Financials 37.47%
2 Energy 20.74%
3 Healthcare 13.4%
4 Technology 13.16%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$195K 0.04%
11,010
-684
77
– –
-750
78
– –
-81,637
79
– –
-1,820
80
– –
-5,880
81
– –
-59,480
82
– –
-118,703
83
– –
-34,100
84
– –
-30,950
85
– –
-47,800
86
– –
-1,555
1 2 3
4