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
$397M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$26.1M
2 +$15.8M
3 +$9.4M
4
NEM icon
Newmont
NEM
+$9.19M
5
VZ icon
Verizon
VZ
+$7.63M

Top Sells

1 +$13.6M
2 +$13.2M
3 +$8.23M
4
MMM icon
3M
MMM
+$7.95M
5
AMLP icon
Alerian MLP ETF
AMLP
+$7.51M

Sector Composition

1 Technology 12.53%
2 Consumer Staples 12.52%
3 Healthcare 10.19%
4 Financials 8.62%
5 Materials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-13,731
102
-4,183