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
$480M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$5.76M
3
+$5.73M
4
CAH icon
Cardinal Health
CAH
+$1.93M
5
XOM icon
Exxon Mobil
XOM
+$804K

Top Sells

1
+$11.7M
2
+$2.05M
3
+$1.97M
4
FDX icon
FedEx
FDX
+$1.26M
5
PLTR icon
Palantir
PLTR
+$1.11M

Sector Composition

1 Financials 41.77%
2 Technology 15.59%
3 Energy 14.28%
4 Healthcare 10.67%
5 Consumer Staples 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$410K 0.09%
7,340
+55
77
$378K 0.08%
2,049
78
$296K 0.06%
12,500
-100
79
$294K 0.06%
+3,660
80
$293K 0.06%
15,520
-2,560
81
$290K 0.06%
2,050
82
$290K 0.06%
9,030
-165
83
$266K 0.06%
3,512
84
$255K 0.05%
1,100
85
$254K 0.05%
4,150
86
$227K 0.05%
4,319
87
$220K 0.05%
935
-175
88
$208K 0.04%
+2,300
89
$103K 0.02%
5,453
-2,093
90
– –
-10,350
91
– –
-5,116
92
– –
-3,100
93
– –
-975
94
– –
-15,395
1 2 3
4