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
$431M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$10.3M
3
+$7.79M
4
NEE icon
NextEra Energy
NEE
+$7.27M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$5.91M

Top Sells

1
+$9.91M
2
+$8.37M
3
+$7.7M
4
BK icon
Bank of New York Mellon
BK
+$7.03M
5
TSN icon
Tyson Foods
TSN
+$7.02M

Sector Composition

1 Technology 13.97%
2 Healthcare 11.09%
3 Financials 8.87%
4 Consumer Staples 6.37%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$550K 0.13%
1,490
77
$531K 0.12%
2,684
+466
78
$517K 0.12%
8,203
-1,110
79
$497K 0.12%
1,900
-254
80
$483K 0.11%
+2,697
81
$477K 0.11%
+2,257
82
$459K 0.11%
6,185
-2,419
83
$455K 0.11%
11,183
-166
84
$452K 0.1%
+2,744
85
$441K 0.1%
+7,122
86
$435K 0.1%
1,948
-911
87
$417K 0.1%
1,839
88
$398K 0.09%
+2,066
89
$395K 0.09%
+1,302
90
$385K 0.09%
+2,301
91
$339K 0.08%
9,862
-1,554
92
$324K 0.08%
1,130
-46
93
$324K 0.08%
13,347
-7,036
94
$317K 0.07%
6,070
-3,350
95
$312K 0.07%
+11,755
96
$311K 0.07%
1,995
-900
97
$304K 0.07%
4,653
-2,343
98
$297K 0.07%
2,609
-5,262
99
$289K 0.07%
8,112
-4,066
100
$264K 0.06%
+3,498
1 2 3
4
5