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
$560M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$7.24M
3
+$6.3M
4
AMGN icon
Amgen
AMGN
+$6.26M
5
TGT icon
Target
TGT
+$6.23M

Top Sells

1
+$13.7M
2
+$9.81M
3
+$6.95M
4
GSK icon
GSK
GSK
+$6.8M
5
F icon
Ford
F
+$6.42M

Sector Composition

1 Technology 13.85%
2 Financials 11.32%
3 Healthcare 10.16%
4 Industrials 5.95%
5 Communication Services 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.34%
10,949
+653
52
$1.8M 0.32%
+37,918
53
$1.8M 0.32%
3,145
+190
54
$1.76M 0.31%
22,250
+87
55
$1.72M 0.31%
14,409
+995
56
$1.72M 0.31%
2,993
+159
57
$1.58M 0.28%
9,240
-242
58
$1.48M 0.26%
13,012
+3,334
59
$1.46M 0.26%
2,763
+682
60
$1.43M 0.26%
21,686
-68
61
$1.19M 0.21%
14,095
+316
62
$1.05M 0.19%
16,155
+7,582
63
$1.03M 0.18%
4,684
-385
64
$1.02M 0.18%
17,698
+1,972
65
$960K 0.17%
2,013
+25
66
$944K 0.17%
5,752
+2,267
67
$934K 0.17%
+18,941
68
$934K 0.17%
1,206
+18
69
$925K 0.17%
+7,910
70
$917K 0.16%
+15,979
71
$896K 0.16%
15,133
-630
72
$839K 0.15%
5,608
+481
73
$791K 0.14%
10,530
+988
74
$790K 0.14%
2,886
-709
75
$763K 0.14%
19,459
+2,375
1 2
3
4 5