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
$431M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$10.3M
3
+$7.79M
4
NEE icon
NextEra Energy
NEE
+$7.27M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$5.91M

Top Sells

1
+$9.91M
2
+$8.37M
3
+$7.7M
4
BK icon
Bank of New York Mellon
BK
+$7.03M
5
TSN icon
Tyson Foods
TSN
+$7.02M

Sector Composition

1 Technology 13.97%
2 Healthcare 11.09%
3 Financials 8.87%
4 Consumer Staples 6.37%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.36M 0.55%
16,631
-845
52
$1.65M 0.38%
12,626
-4,148
53
$1.64M 0.38%
13,675
-4,587
54
$1.36M 0.32%
20,552
+134
55
$1.25M 0.29%
30,508
56
$1.22M 0.28%
25,554
-15,075
57
$1.15M 0.27%
16,593
-1,239
58
$1.06M 0.25%
17,510
-3,379
59
$1,000K 0.23%
10,421
+302
60
$910K 0.21%
9,132
+1,077
61
$829K 0.19%
8,210
+524
62
$823K 0.19%
2,414
-366
63
$811K 0.19%
7,030
-67
64
$790K 0.18%
+1,615
65
$770K 0.18%
6,597
+394
66
$751K 0.17%
17,760
-900
67
$749K 0.17%
+5,937
68
$748K 0.17%
+1,433
69
$732K 0.17%
13,914
+1,875
70
$728K 0.17%
1,501
-506
71
$702K 0.16%
13,648
-2,483
72
$685K 0.16%
3,932
-775
73
$667K 0.15%
18,718
-154
74
$635K 0.15%
3,427
-670
75
$604K 0.14%
4,553
+958
1 2
3
4 5