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
$551M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$9.76M
2 +$9.15M
3 +$8.4M
4
TJX icon
TJX Companies
TJX
+$8.15M
5
RF icon
Regions Financial
RF
+$7.44M

Top Sells

1 +$14.1M
2 +$9.59M
3 +$9.26M
4
MRK icon
Merck
MRK
+$8.35M
5
TGT icon
Target
TGT
+$7.74M

Sector Composition

1 Financials 14.02%
2 Technology 13.16%
3 Healthcare 10.19%
4 Industrials 9.44%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,140
102
-57,289
103
-83,970
104
-132,075
105
-1,731
106
-8,853
107
-191,805
108
-5,382