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
$367M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$13.8M
3
+$13.5M
4
AAPL icon
Apple
AAPL
+$12.5M
5
AMAT icon
Applied Materials
AMAT
+$11.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.29%
2 Healthcare 9.93%
3 Financials 9.49%
4 Communication Services 7.56%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$556K 0.15%
+2,927
77
$506K 0.14%
+2,002
78
$450K 0.12%
+4,724
79
$387K 0.11%
+1,370
80
$377K 0.1%
+1,385
81
$371K 0.1%
+7,191
82
$369K 0.1%
+7,108
83
$360K 0.1%
+1,148
84
$348K 0.09%
+16,294
85
$346K 0.09%
+883
86
$295K 0.08%
+5,670
87
$295K 0.08%
+2,692
88
$282K 0.08%
+2,180
89
$242K 0.07%
+16,000
90
$232K 0.06%
+12,000
91
$227K 0.06%
+2,198
92
$227K 0.06%
+812
93
$211K 0.06%
+998
94
$206K 0.06%
+4,136
95
$205K 0.06%
+2,469
96
$205K 0.06%
+4,042
97
$203K 0.06%
+834
98
$201K 0.05%
+4,444
1 2 3
4