GFA
Gifford Fong Associates Portfolio holdings
AUM
$434M
This Quarter Return
-0.17%
1 Year Return
+29.73%
3 Year Return
+147.08%
5 Year Return
+262.06%
10 Year Return
–
AUM
$306M
AUM Growth
+$306M
(+2.3%)
Cap. Flow
+$8.24M
Cap. Flow
% of AUM
2.7%
Top 10 Holdings %
Top 10 Hldgs %
38.88%
Holding
124
New
3
Increased
7
Reduced
5
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$8.7M |
| 2 |
Walt Disney
DIS
|
$4.56M |
| 3 |
Advanced Micro Devices
AMD
|
$2.31M |
| 4 |
Meta Platforms (Facebook)
META
|
$1.78M |
| 5 |
Amazon
AMZN
|
$1.74M |
Top Sells
| 1 |
Amgen
AMGN
|
$8.71M |
| 2 |
AT&T
T
|
$3.78M |
| 3 |
American International
AIG
|
$1.39M |
| 4 |
Micron Technology
MU
|
$1.07M |
| 5 |
Transocean
RIG
|
$447K |
Sector Composition
| 1 | Financials | 24.32% |
| 2 | Technology | 19.61% |
| 3 | Communication Services | 12.12% |
| 4 | Consumer Discretionary | 11.69% |
| 5 | Industrials | 9.69% |
