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
$321M
AUM Growth
-$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$9.5M
2
+$8.9M
3
+$8.57M
4
TTE icon
TotalEnergies
TTE
+$8.38M
5
NRG icon
NRG Energy
NRG
+$8.35M

Top Sells

1
+$8.88M
2
+$8.85M
3
+$8.77M
4
BMY icon
Bristol-Myers Squibb
BMY
+$8.6M
5
SO icon
Southern Company
SO
+$8.54M

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
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