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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 $607,176,294
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Malvern Fds
 697,461 $35,061,372 5.77%
2.
Vanguard Bond Index Funds
 BND 499,611 $34,742,981 5.72%
3.
Vanguard Bond Index Funds
 BND 445,701 $34,470,501 5.68%
4.
Vanguard Bond Index Funds
 BND 434,542 $34,198,489 5.63%
5.
Microsoft Corp
 MSFT 35,834 $17,824,286 2.94%
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)