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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
$511M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$8.88M
3
+$7.11M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$6.65M
5
PLD icon
Prologis
PLD
+$6.41M

Top Sells

1
+$13.4M
2
+$9.14M
3
+$7.51M
4
SBUX icon
Starbucks
SBUX
+$7.01M
5
KR icon
Kroger
KR
+$6.18M

Sector Composition

1 Technology 14.71%
2 Healthcare 10.62%
3 Financials 10.58%
4 Consumer Discretionary 7.01%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-76,670
102
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-32,643
103
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-2,543
104
– –
-33,442
105
– –
-114,263
106
– –
-3,359
107
– –
-210,843
108
– –
-3,313
109
– –
-4,151
110
– –
-108,237
111
– –
-5,049
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