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
$402M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$7.18M
3
+$3.37M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.12M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.93M

Top Sells

1
+$7.36M
2
+$7.04M
3
+$4.66M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.17M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$1.85M

Sector Composition

1 Healthcare 11.36%
2 Technology 8.86%
3 Consumer Discretionary 8.69%
4 Industrials 7.99%
5 Consumer Staples 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.4%
108,349
+26,580
52
$1.61M 0.4%
+15,776
53
$1.6M 0.4%
14,567
-343
54
$1.55M 0.39%
26,597
+904
55
$1.4M 0.35%
19,196
+547
56
$1.4M 0.35%
+4,442
57
$1.39M 0.34%
16,599
+559
58
$1.38M 0.34%
19,519
+8
59
$1.36M 0.34%
11,160
-40
60
$1.34M 0.33%
4,835
+171
61
$1.32M 0.33%
4,541
+199
62
$1.32M 0.33%
23,183
+981
63
$1.3M 0.32%
7,426
+12
64
$1.3M 0.32%
7,854
-137
65
$1.19M 0.3%
+13,178
66
$1.15M 0.29%
7,932
+360
67
$1.09M 0.27%
+20,968
68
$1.09M 0.27%
24,120
+764
69
$1.07M 0.27%
25,568
+1,110
70
$1.03M 0.26%
9,340
+1,143
71
$1.02M 0.25%
2,943
+121
72
$1.01M 0.25%
6,476
+206
73
$995K 0.25%
3,122
-28
74
$973K 0.24%
5,891
+190
75
$891K 0.22%
3,721
+190
1 2
3
4