GFA
Gifford Fong Associates Portfolio holdings
AUM
$434M
This Quarter Return
-16.72%
1 Year Return
+29.73%
3 Year Return
+147.08%
5 Year Return
+262.06%
10 Year Return
–
AUM
$265M
AUM Growth
+$265M
(-16%)
Cap. Flow
+$6.46M
Cap. Flow
% of AUM
2.44%
Top 10 Holdings %
Top 10 Hldgs %
37.14%
Holding
121
New
4
Increased
10
Reduced
4
Closed
3
Top Buys
| 1 |
Amazon
AMZN
|
$4.03M |
| 2 |
NVIDIA
NVDA
|
$3.36M |
| 3 |
Pitney Bowes
PBI
|
$1.74M |
| 4 |
Micron Technology
MU
|
$1.42M |
| 5 |
X
US Steel
X
|
$1.37M |
Top Sells
| 1 |
Cisco
CSCO
|
$4.77M |
| 2 |
Apple
AAPL
|
$1.58M |
| 3 |
Under Armour
UAA
|
$1.06M |
| 4 |
Ciena
CIEN
|
$953K |
| 5 |
MRO
Marathon Oil Corporation
MRO
|
$717K |
Sector Composition
| 1 | Financials | 24.29% |
| 2 | Technology | 15.14% |
| 3 | Healthcare | 12.7% |
| 4 | Communication Services | 11.2% |
| 5 | Consumer Discretionary | 10.89% |
