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GFG

Greystone Financial Group Portfolio holdings

AUM $353M
1-Year Est. Return 16.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$12.1M
3
+$9.56M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$9.07M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.96M

Top Sells

1
+$14M
2
+$13.5M
3
+$12M
4
AMAT icon
Applied Materials
AMAT
+$11.7M
5
GS icon
Goldman Sachs
GS
+$9.65M

Sector Composition

1 Healthcare 11.47%
2 Financials 8.46%
3 Industrials 8.35%
4 Technology 8.01%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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120
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121
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