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
$575M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$7.39M
3
+$7.24M
4
MRK icon
Merck
MRK
+$7.06M
5
LIN icon
Linde
LIN
+$6.78M

Top Sells

1
+$12.2M
2
+$10.1M
3
+$9.37M
4
PFE icon
Pfizer
PFE
+$7.42M
5
BBY icon
Best Buy
BBY
+$7.36M

Sector Composition

1 Technology 16.07%
2 Financials 12.12%
3 Healthcare 8.81%
4 Industrials 7.42%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-15,979
102
– –
-558
103
– –
-2,921
104
– –
-17,311
105
– –
-256,521
106
– –
-223,365
107
– –
-2,455
108
– –
-1,117
109
– –
-2,449
1 2 3 4
5