GFG
Greystone Financial Group Portfolio holdings
AUM
$607M
This Quarter Return
-5.33%
1 Year Return
+17.32%
3 Year Return
+49.71%
5 Year Return
–
10 Year Return
–
AUM
$295M
AUM Growth
+$295M
(-8.1%)
Cap. Flow
-$13.4M
Cap. Flow
% of AUM
-4.54%
Top 10 Holdings %
Top 10 Hldgs %
33.44%
Holding
87
New
19
Increased
17
Reduced
31
Closed
20
Top Buys
Top Sells
| 1 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$11.8M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$9.39M |
| 3 |
Tyson Foods
TSN
|
$8.93M |
| 4 |
TotalEnergies
TTE
|
$8.38M |
| 5 |
Medical Properties Trust
MPW
|
$7.55M |
Sector Composition
| 1 | Healthcare | 13.32% |
| 2 | Technology | 11.09% |
| 3 | Consumer Staples | 9.81% |
| 4 | Financials | 9.45% |
| 5 | Energy | 5.64% |
