GFA

Gifford Fong Associates Portfolio holdings

AUM $434M
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$82.1M
2
+$13M
3
+$12.4M
4
LLY icon
Eli Lilly
LLY
+$9.38M
5
AMZN icon
Amazon
AMZN
+$8.56M

Sector Composition

1 Technology 28.27%
2 Financials 21.85%
3 Communication Services 10.79%
4 Healthcare 9.77%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$54K 0.01%
1,250
127
$20K 0.01%
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128
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140
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2 3 4 5
6