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
$375M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$4.64M
3
+$3.57M
4
NTAP icon
NetApp
NTAP
+$2.56M
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$2.32M

Top Sells

1
+$6.26M
2
+$5.29M
3
+$3.8M
4
NXPI icon
NXP Semiconductors
NXPI
+$2.72M
5
OXY icon
Occidental Petroleum
OXY
+$2.49M

Sector Composition

1 Financials 42.39%
2 Technology 18.05%
3 Energy 11.69%
4 Healthcare 10.43%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K 0.05%
+2,050
77
$203K 0.05%
+1,075
78
$160K 0.04%
+10,075
79
$124K 0.03%
+10,950
80
– –
-34,325
81
– –
-200
82
– –
-15,600
83
– –
-49,532
84
– –
-22,725
85
– –
-93,530
86
– –
-15,090
87
– –
-26,575
88
– –
-21,605
1 2 3
4