GFG

Greystone Financial Group Portfolio holdings

AUM $353M
1-Year Est. Return 16.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
-$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$9.23M
3
+$9.12M
4
NRG icon
NRG Energy
NRG
+$8.94M
5
MPT
Medical Properties Trust
MPT
+$8.9M

Top Sells

1
+$9.2M
2
+$8.88M
3
+$8.85M
4
BHP icon
BHP
BHP
+$8.77M
5
BMY icon
Bristol-Myers Squibb
BMY
+$8.6M

Sector Composition

1 Healthcare 15.16%
2 Consumer Staples 10.86%
3 Energy 10.01%
4 Technology 9.42%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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