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
$400M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$70

Sector Composition

1 Technology 29.88%
2 Financials 21.48%
3 Communication Services 10.99%
4 Healthcare 9.08%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$105K 0.03%
1,675
127
$37K 0.01%
1,250
128
$19K ﹤0.01%
178