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Home > Institutional Investor > Greystone Financial Group, Llc > Profile

Instuitional Investor - Greystone Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Greystone Financial Group, Llc
Portfolio Value $574,912,571
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 377,586 $29,176,103 5.07%
2.
Ishares Tr
 673,348 $28,691,359 4.99%
3.
Vanguard Bond Index Funds
 BND 414,511 $28,364,985 4.93%
4.
Vanguard Bond Index Funds
 BND 284,712 $21,276,529 3.7%
5.
Ishares Tr
 237,998 $21,191,339 3.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)