GFA

Gifford Fong Associates Portfolio holdings

AUM $501M
1-Year Est. Return 32.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$14.3M
3 +$12.2M
4
AAPL icon
Apple
AAPL
+$11.9M
5
AMGN icon
Amgen
AMGN
+$9.91M

Top Sells

No sells this quarter

Sector Composition

1 Financials 26.37%
2 Technology 19.13%
3 Consumer Discretionary 12.5%
4 Healthcare 12.15%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$302K 0.12%
+500