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
$340M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.95M
3
+$7.83M
4
USB icon
US Bancorp
USB
+$7.28M
5
AVGO icon
Broadcom
AVGO
+$4.7M

Top Sells

1
+$7.62M
2
+$7.21M
3
+$5.87M
4
CVX icon
Chevron
CVX
+$3.56M
5
SLB icon
SLB Ltd
SLB
+$2.26M

Sector Composition

1 Healthcare 12.64%
2 Technology 11.37%
3 Consumer Staples 9.79%
4 Financials 9.07%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,017
77
– –
-227,797
78
– –
-12,264
79
– –
-10,234
80
– –
-1,865
81
– –
-154,605
1 2 3
4