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
$295M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13M
3
+$7.62M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$7.37M
5
QSR icon
Restaurant Brands International
QSR
+$7.34M

Top Sells

1
+$11.8M
2
+$9.39M
3
+$8.93M
4
TTE icon
TotalEnergies
TTE
+$8.38M
5
MPW icon
Medical Properties Trust
MPW
+$7.55M

Sector Composition

1 Healthcare 13.32%
2 Technology 11.09%
3 Consumer Staples 9.81%
4 Financials 9.45%
5 Energy 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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86
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87
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-141,853
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