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
$560M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$7.24M
3
+$6.3M
4
AMGN icon
Amgen
AMGN
+$6.26M
5
TGT icon
Target
TGT
+$6.23M

Top Sells

1
+$13.7M
2
+$9.81M
3
+$6.95M
4
GSK icon
GSK
GSK
+$6.8M
5
F icon
Ford
F
+$6.42M

Sector Composition

1 Technology 13.85%
2 Financials 11.32%
3 Healthcare 10.16%
4 Industrials 5.95%
5 Communication Services 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$711K 0.13%
3,159
+64
77
$685K 0.12%
6,387
+2,026
78
$653K 0.12%
1,262
-6
79
$649K 0.12%
+17,311
80
$633K 0.11%
2,455
-376
81
$630K 0.11%
6,709
-734
82
$595K 0.11%
2,424
+810
83
$575K 0.1%
6,360
+7
84
$547K 0.1%
+1,649
85
$539K 0.1%
3,227
86
$519K 0.09%
1,117
+222
87
$465K 0.08%
816
-588
88
$457K 0.08%
1,839
89
$405K 0.07%
13,095
+1,665
90
$402K 0.07%
1,536
-3,729
91
$381K 0.07%
937
92
$379K 0.07%
8,039
+482
93
$377K 0.07%
2,449
-2,244
94
$363K 0.06%
+4,533
95
$361K 0.06%
9,099
96
$358K 0.06%
6,773
+56
97
$341K 0.06%
+3,108
98
$322K 0.06%
+558
99
$280K 0.05%
+2,921
100
$275K 0.05%
26,067
-607,684
1 2 3
4
5