GFS
GYL Financial Synergies Portfolio holdings
AUM
$1.33B
1-Year Return
34.46%
This Quarter Return
+6.54%
1 Year Return
+34.46%
3 Year Return
+35.99%
5 Year Return
+109.21%
10 Year Return
–
AUM
$1.33B
AUM Growth
+$35.1M
(+2.7%)
Cap. Flow
-$40.4M
Cap. Flow
% of AUM
-3.04%
Top 10 Holdings %
Top 10 Hldgs %
32.07%
Holding
384
New
19
Increased
117
Reduced
199
Closed
23
Top Buys
| 1 |
WillScot Mobile Mini Holdings
WSC
|
$2.31M |
| 2 |
NextEra Energy, Inc.
NEE
|
$2.27M |
| 3 |
KLA
KLAC
|
$2.04M |
| 4 |
CME Group
CME
|
$1.48M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.44M |
Top Sells
| 1 |
Zimmer Biomet
ZBH
|
$8.64M |
| 2 |
Blackrock
BLK
|
$6.38M |
| 3 |
Procter & Gamble
PG
|
$3.99M |
| 4 |
Palantir
PLTR
|
$2.91M |
| 5 |
Johnson & Johnson
JNJ
|
$2.58M |
Sector Composition
| 1 | Technology | 13.95% |
| 2 | Financials | 9.77% |
| 3 | Healthcare | 8.56% |
| 4 | Communication Services | 6.14% |
| 5 | Consumer Staples | 5.8% |
