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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
$607M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$14.8M
3
+$11.6M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.8M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$10.6M

Top Sells

1
+$27.5M
2
+$17.5M
3
+$9.76M
4
UNH icon
UnitedHealth
UNH
+$9.15M
5
SRE icon
Sempra
SRE
+$8.66M

Sector Composition

1 Financials 14.47%
2 Technology 14.46%
3 Industrials 9.31%
4 Consumer Discretionary 7.04%
5 Healthcare 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-5,292
102
– –
-647,491
103
– –
-14,777
104
– –
-121,358
105
– –
-135,561
106
– –
-3,453
107
– –
-25,712
108
– –
-17,462
109
– –
-35,957
110
– –
-3,757
1 2 3 4
5