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
$501M
AUM Growth
+$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$20.2M
3
+$11.7M
4
SRE icon
Sempra
SRE
+$9.97M
5
BK icon
Bank of New York Mellon
BK
+$9.66M

Top Sells

1
+$16.4M
2
+$9.43M
3
+$7.86M
4
AFL icon
Aflac
AFL
+$6.87M
5
NEE icon
NextEra Energy
NEE
+$6.6M

Sector Composition

1 Technology 12.7%
2 Financials 11.22%
3 Healthcare 11.21%
4 Consumer Discretionary 6.51%
5 Industrials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.29%
2,510
+335
52
$1.42M 0.28%
10,438
-394
53
$1.4M 0.28%
12,680
+476
54
$1.33M 0.27%
19,864
+3,829
55
$1.26M 0.25%
+2,543
56
$1.1M 0.22%
3,636
+542
57
$1.05M 0.21%
7,392
+2,102
58
$1.02M 0.2%
2,292
-98
59
$963K 0.19%
16,576
-4,424
60
$960K 0.19%
2,282
+113
61
$945K 0.19%
16,980
+2,738
62
$873K 0.17%
6,615
+209
63
$862K 0.17%
5,836
+191
64
$851K 0.17%
+17,315
65
$847K 0.17%
6,421
+1
66
$839K 0.17%
3,895
+613
67
$819K 0.16%
1,173
+16
68
$783K 0.16%
1,613
+450
69
$783K 0.16%
1,552
+210
70
$778K 0.16%
1,488
+4
71
$764K 0.15%
16,834
+2,145
72
$710K 0.14%
11,111
-103,346
73
$664K 0.13%
+2,444
74
$649K 0.13%
2,670
+50
75
$648K 0.13%
3,359
+2,319
1 2
3
4 5