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
$575M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$7.39M
3
+$7.24M
4
MRK icon
Merck
MRK
+$7.06M
5
LIN icon
Linde
LIN
+$6.78M

Top Sells

1
+$12.2M
2
+$10.1M
3
+$9.37M
4
PFE icon
Pfizer
PFE
+$7.42M
5
BBY icon
Best Buy
BBY
+$7.36M

Sector Composition

1 Technology 16.07%
2 Financials 12.12%
3 Healthcare 8.81%
4 Industrials 7.42%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.35%
3,397
+252
52
$1.95M 0.34%
39,102
+1,184
53
$1.92M 0.33%
3,700
+473
54
$1.81M 0.31%
15,380
+971
55
$1.76M 0.31%
2,996
+3
56
$1.68M 0.29%
21,972
-278
57
$1.67M 0.29%
9,154
-86
58
$1.51M 0.26%
2,803
+40
59
$1.47M 0.26%
23,439
+1,753
60
$1.45M 0.25%
23,982
+13,452
61
$1.19M 0.21%
24,478
+5,537
62
$1.11M 0.19%
15,063
-1,092
63
$1.11M 0.19%
4,777
+93
64
$1.04M 0.18%
14,555
+460
65
$1.02M 0.18%
+8,853
66
$947K 0.16%
2,831
-55
67
$911K 0.16%
1,599
+783
68
$883K 0.15%
1,401
+195
69
$873K 0.15%
15,225
+92
70
$782K 0.14%
5,382
-226
71
$770K 0.13%
1,731
+469
72
$742K 0.13%
19,949
+490
73
$732K 0.13%
6,357
-1,553
74
$731K 0.13%
3,255
+96
75
$703K 0.12%
2,119
+470
1 2
3
4 5