GFG

Greystone Financial Group Portfolio holdings

AUM $645M
1-Year Est. Return 15.57%
This Quarter Est. Return
1 Year Est. Return
+15.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$8.71M
3
+$8.51M
4
CVX icon
Chevron
CVX
+$6.1M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.3M

Top Sells

1
+$9.88M
2
+$9.42M
3
+$9.19M
4
AVGO icon
Broadcom
AVGO
+$8.88M
5
ABBV icon
AbbVie
ABBV
+$7.68M

Sector Composition

1 Healthcare 14%
2 Consumer Staples 10.45%
3 Technology 9.09%
4 Industrials 7.08%
5 Energy 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.92M 2%
33,039
-3,421
27
$7.87M 1.99%
31,815
+1,439
28
$7.83M 1.98%
30,151
+1,016
29
$7.79M 1.97%
36,728
+7,800
30
$7.79M 1.97%
50,982
+1,663
31
$7.63M 1.93%
20,858
+873
32
$7.6M 1.92%
149,186
+13,428
33
$7.5M 1.9%
57,010
+8,282
34
$7.33M 1.85%
36,269
+5,569
35
$7.32M 1.85%
163,397
+13,496
36
$6.78M 1.71%
179,285
+60,757
37
$6.58M 1.66%
61,412
-23,517
38
$5.67M 1.43%
34,951
-47,357
39
$2.03M 0.51%
5,852
-1,977
40
$1.89M 0.48%
111,857
+12,686
41
$1.82M 0.46%
11,525
-3,115
42
$1.81M 0.46%
13,933
+1,785
43
$1.78M 0.45%
33,255
-10,490
44
$1.76M 0.44%
12,640
+1,820
45
$1.75M 0.44%
8,266
+4,782
46
$1.73M 0.44%
34,823
+4,674
47
$1.73M 0.44%
36,847
+9,074
48
$1.72M 0.43%
10,560
+7,340
49
$1.71M 0.43%
12,529
+6,601
50
$1.68M 0.43%
16,619
-850
1
2
3 4