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GC
Gilfoyle & Co Portfolio holdings
AUM
$671K
This Fund
S&P 500
This Quarter
Est. Return
-8.24%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$39K
AUM Growth
–
Cap. Flow
+$39.7K
Cap. Flow
% of AUM
102.03%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
5
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$18.3K |
| 2 |
JPMorgan Chase
JPM
|
+$7.5K |
| 3 |
ARK Genomic Revolution ETF
ARKG
|
+$6.54K |
| 4 |
Cisco
CSCO
|
+$5.39K |
| 5 |
iShares US Consumer Staples ETF
IYK
|
+$1.98K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 60.94% |
| 2 | Financials | 19.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.79T
| $18.9K | 48.61% |
+100
| New | +$18.3K |
|
|
2
JPMorgan Chase
JPM
$935B
| $7.72K | 19.81% |
+50
| New | +$7.5K |
|
|
3
ARK Genomic Revolution ETF
ARKG
$1.66B
| $5.6K | 14.36% |
+200
| New | +$6.54K |
|
|
4
Cisco
CSCO
$435B
| $4.8K | 12.33% |
+100
| New | +$5.39K |
|
|
5
iShares US Consumer Staples ETF
IYK
$1.36B
| $1.9K | 4.89% |
+30
| New | +$1.98K |
|
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