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
101
$256K 0.05%
270
102
$228K 0.04%
+756
103
– –
-3,136
104
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-328,732
105
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-139,437
106
– –
-32,433
107
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-14,503
108
– –
-131,526
109
– –
-2,918
110
– –
-11,888
111
– –
-136,023
112
– –
-176,744
113
– –
-32,871
114
– –
-12,789
115
– –
-5,226
1 2 3 4
5