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
$434M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M

Top Sells

1 +$3.15M
2 +$2.66M
3 +$2.65M
4
X
US Steel
X
+$1.59M
5
T icon
AT&T
T
+$1.38M

Sector Composition

1 Technology 30.2%
2 Financials 23.44%
3 Communication Services 11.2%
4 Industrials 9.13%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-16,700