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
51
$1.67M 0.42%
12,184
+3,757
52
$1.58M 0.4%
+89,714
53
$1.55M 0.39%
14,402
-4,538
54
$1.48M 0.37%
4,077
-2,748
55
$1.3M 0.33%
+24,418
56
$1.29M 0.33%
18,723
-219
57
$1.2M 0.3%
10,163
-2,654
58
$1.17M 0.3%
10,597
-311
59
$1.16M 0.29%
17,224
-4,780
60
$1.15M 0.29%
+2,530
61
$1.11M 0.28%
19,912
-3,778
62
$1.06M 0.27%
54,009
+6,330
63
$1.05M 0.27%
+9,260
64
$1.05M 0.27%
5,502
+656
65
$1.04M 0.26%
52,872
+9,480
66
$1.04M 0.26%
+4,694
67
$1.03M 0.26%
+7,582
68
$1.03M 0.26%
8,869
+237
69
$1M 0.25%
16,575
+742
70
$990K 0.25%
5,482
-1,813
71
$982K 0.25%
23,437
+2,064
72
$975K 0.25%
35,568
+2,012
73
$879K 0.22%
21,350
-28,000
74
$867K 0.22%
9,288
-5,834
75
$832K 0.21%
+7,551
1 2
3
4