GFG
Greystone Financial Group Portfolio holdings
AUM
$607M
This Quarter Return
+13.7%
1 Year Return
+17.32%
3 Year Return
+49.71%
5 Year Return
–
10 Year Return
–
AUM
$367M
AUM Growth
–
Cap. Flow
+$367M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.89%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$17M |
| 2 |
PARA
Paramount Global Class B
PARA
|
$13.8M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$13.5M |
| 4 |
Apple
AAPL
|
$12.5M |
| 5 |
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% |
