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
$402M
AUM Growth
-$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$6.71M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27%
2 Financials 23.56%
3 Communication Services 10.93%
4 Healthcare 9%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EMR icon
126
Emerson Electric
EMR
$72.8B
$20K 0.01%
178