GFG
Greystone Financial Group Portfolio holdings
AUM
$353M
1-Year Est. Return
16.23%
This Fund
S&P 500
1 Year Est. Return
+16.23%
AUM
$641M
AUM Growth
-$4.7M
(-0.73%)
Holding
105
Top Buys
| 1 | +$4.3M | |
| 2 | +$3.79M | |
| 3 | +$1.66M | |
| 4 |
Linde
LIN
|
+$1.43M |
| 5 |
Coca-Cola
KO
|
+$1.06M |
Top Sells
| 1 | +$8.66M | |
| 2 | +$2.69M | |
| 3 | +$2.41M | |
| 4 |
Starbucks
SBUX
|
+$2.35M |
| 5 |
American Express
AXP
|
+$1.82M |
Sector Composition
| 1 | Technology | 15.67% |
| 2 | Financials | 14.57% |
| 3 | Consumer Discretionary | 8.62% |
| 4 | Industrials | 7.51% |
| 5 | Healthcare | 7.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Walt Disney
DIS
$179B
| – | – |
-75,592
|
|
||
102
Ford
F
$46.1B
| – | – |
-22,322
|
|
||
103
iShares Core S&P 500 ETF
IVV
$797B
| – | – |
-1,091
|
|
||
104
Procter & Gamble
PG
$334B
| – | – |
-1,318
|
|
||
105
Ryman Hospitality Properties
RHP
$6.65B
| – | – |
-7,931
|
|