GA

Greytown Advisors Portfolio holdings

AUM $170M
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$506K
2 +$455K
3 +$331K
4
JPM icon
JPMorgan Chase
JPM
+$311K
5
AAPL icon
Apple
AAPL
+$219K

Sector Composition

1 Financials 6.56%
2 Healthcare 3.57%
3 Technology 2.05%
4 Consumer Discretionary 2.02%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,589