GFG
Greystone Financial Group Portfolio holdings
AUM
$607M
This Quarter Return
+4.24%
1 Year Return
+17.32%
3 Year Return
+49.71%
5 Year Return
–
10 Year Return
–
AUM
$402M
AUM Growth
+$402M
(+1.1%)
Cap. Flow
-$2.14M
Cap. Flow
% of AUM
-0.53%
Top 10 Holdings %
Top 10 Hldgs %
30.79%
Holding
93
New
9
Increased
51
Reduced
21
Closed
7
Top Buys
| 1 |
Carnival Corp
CCL
|
$7.77M |
| 2 |
Iron Mountain
IRM
|
$7.18M |
| 3 |
Invesco QQQ Trust
QQQ
|
$3.37M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.12M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.93M |
Top Sells
| 1 |
AT&T
T
|
$7.36M |
| 2 |
T Rowe Price
TROW
|
$7.04M |
| 3 |
AdvisorShares Dorsey Wright ADR ETF
AADR
|
$4.66M |
| 4 |
ProShares Ultra VIX Short-Term Futures ETF
UVXY
|
$3.61M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$3.17M |
Sector Composition
| 1 | Healthcare | 11.36% |
| 2 | Technology | 8.86% |
| 3 | Consumer Discretionary | 8.69% |
| 4 | Industrials | 7.99% |
| 5 | Consumer Staples | 7.68% |
