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
$397M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$15.8M
3
+$9.4M
4
NEM icon
Newmont
NEM
+$9.19M
5
VZ icon
Verizon
VZ
+$7.63M

Top Sells

1
+$13.6M
2
+$13.2M
3
+$8.23M
4
MMM icon
3M
MMM
+$7.95M
5
AMLP icon
Alerian MLP ETF
AMLP
+$7.51M

Sector Composition

1 Technology 12.53%
2 Consumer Staples 12.52%
3 Healthcare 10.19%
4 Financials 8.62%
5 Materials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.26%
13,495
+4,018
52
$1.02M 0.26%
13,455
+1,636
53
$922K 0.23%
10,119
+1,131
54
$862K 0.22%
30,508
+8,793
55
$858K 0.22%
2,780
-1,877
56
$807K 0.2%
16,131
+1,574
57
$801K 0.2%
2,007
-15
58
$785K 0.2%
+4,097
59
$779K 0.2%
8,055
-1,954
60
$776K 0.2%
4,707
+47
61
$771K 0.19%
7,871
-1,466
62
$755K 0.19%
7,097
+92
63
$715K 0.18%
+7,686
64
$714K 0.18%
6,203
-58
65
$708K 0.18%
+9,313
66
$690K 0.17%
+10,922
67
$671K 0.17%
18,872
-1,914
68
$643K 0.16%
8,604
-1,499
69
$632K 0.16%
+2,859
70
$631K 0.16%
+12,039
71
$518K 0.13%
+18,660
72
$516K 0.13%
13,359
-194,368
73
$504K 0.13%
+2,083
74
$481K 0.12%
+12,178
75
$478K 0.12%
1,490
-128
1 2
3
4 5