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
$575M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$7.39M
3
+$7.24M
4
MRK icon
Merck
MRK
+$7.06M
5
LIN icon
Linde
LIN
+$6.78M

Top Sells

1
+$12.2M
2
+$10.1M
3
+$9.37M
4
PFE icon
Pfizer
PFE
+$7.42M
5
BBY icon
Best Buy
BBY
+$7.36M

Sector Composition

1 Technology 16.07%
2 Financials 12.12%
3 Healthcare 8.81%
4 Industrials 7.42%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.01M 1.57%
72,714
+1,618
27
$8.35M 1.45%
83,970
+70,958
28
$8.15M 1.42%
56,285
+1,609
29
$8.02M 1.39%
75,839
+18,106
30
$7.74M 1.35%
57,289
+17,349
31
$7.62M 1.33%
18,202
+16,189
32
$7.6M 1.32%
190,132
+38,655
33
$7.39M 1.28%
+36,606
34
$7.24M 1.26%
+21,170
35
$6.94M 1.21%
40,298
+597
36
$6.75M 1.17%
+108,384
37
$6.71M 1.17%
40,029
+1,739
38
$6.36M 1.11%
24,393
+4,979
39
$6.26M 1.09%
191,805
+5,348
40
$6.19M 1.08%
114,945
+5,932
41
$5.64M 0.98%
33,293
+6,922
42
$4.47M 0.78%
33,305
+742
43
$4.44M 0.77%
10,807
+1,219
44
$3.36M 0.59%
6,579
+1,308
45
$3.19M 0.55%
14,521
-264
46
$3.16M 0.55%
66,140
-1,359
47
$2.71M 0.47%
14,296
-387
48
$2.67M 0.46%
42,844
+5,929
49
$2.64M 0.46%
36,673
+5,193
50
$2M 0.35%
10,127
-822
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