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
$417M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$10.3M
4
CI icon
Cigna
CI
+$8.37M
5
CAH icon
Cardinal Health
CAH
+$7.38M

Top Sells

1
+$19M
2
+$9.5M
3
+$6.93M
4
NCLH icon
Norwegian Cruise Line
NCLH
+$6.66M
5
C icon
Citigroup
C
+$5.66M

Sector Composition

1 Healthcare 14.07%
2 Technology 10.25%
3 Consumer Discretionary 8.51%
4 Consumer Staples 7.41%
5 Industrials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.38%
5,341
+1,166
52
$1.57M 0.38%
10,820
+2,940
53
$1.55M 0.37%
30,149
+14,358
54
$1.53M 0.37%
18,252
+1,682
55
$1.52M 0.36%
+22,004
56
$1.46M 0.35%
15,122
+4,841
57
$1.44M 0.34%
+12,817
58
$1.42M 0.34%
23,690
-15,099
59
$1.4M 0.34%
27,773
+7,311
60
$1.38M 0.33%
18,942
+3,692
61
$1.38M 0.33%
+21,911
62
$1.3M 0.31%
8,427
+2,029
63
$1.26M 0.3%
14,372
-4,545
64
$1.25M 0.3%
7,295
+1,077
65
$1.23M 0.29%
5,790
+380
66
$1.22M 0.29%
+21,373
67
$1.2M 0.29%
+15,833
68
$1.12M 0.27%
10,908
-909
69
$1.09M 0.26%
43,392
+10,492
70
$1.03M 0.25%
33,556
+9,172
71
$976K 0.23%
4,846
+958
72
$944K 0.23%
47,679
+10,435
73
$939K 0.23%
5,928
+657
74
$924K 0.22%
7,964
-3,287
75
$919K 0.22%
6,521
-2,425
1 2
3
4