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
$273M
AUM Growth
-$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$9.33M
2 +$7.35M
3 +$3.43M
4
BIIB icon
Biogen
BIIB
+$3.03M
5
COST icon
Costco
COST
+$3.03M

Top Sells

1 +$12.6M
2 +$4.89M
3 +$3.06M
4
AMD icon
Advanced Micro Devices
AMD
+$2.41M
5
AMZN icon
Amazon
AMZN
+$1.94M

Sector Composition

1 Technology 23.33%
2 Financials 20.45%
3 Consumer Discretionary 15.51%
4 Healthcare 12.47%
5 Communication Services 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$5K ﹤0.01%
564
127
$4K ﹤0.01%
1,410