GFS
GYL Financial Synergies Portfolio holdings
AUM
$1.33B
1-Year Est. Return
34.46%
1 Year Est. Return
+34.46%
AUM
$1.33B
AUM Growth
+$35.1M
(+2.7%)
Holding
384
Top Buys
| 1 | +$2.31M | |
| 2 | +$2.27M | |
| 3 | +$2.04M | |
| 4 |
CME Group
CME
|
+$1.48M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.44M |
Top Sells
| 1 | +$8.64M | |
| 2 | +$6.38M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Selective Insurance
SIGI
$4.55B
| – | – |
-2,309
|
|
||
377
Super Micro Computer
SMCI
$30.9B
| – | – |
-2,640
|
|
||
378
Sysco
SYY
$35.6B
| – | – |
-2,909
|
|
||
379
Veralto
VLTO
$24.5B
| – | – |
-3,927
|
|
||
380
Zimmer Biomet
ZBH
$19.9B
| – | – |
-79,618
|
|
||
381
Novartis
NVS
$238B
| – | – |
-3,425
|
|
||
382
Blue Owl Capital
OWL
$10.3B
| – | – |
-82,035
|
|
||
383
PACCAR
PCAR
$51.7B
| – | – |
-2,353
|
|
||
384
PNC Financial Services
PNC
$71.6B
| – | – |
-1,304
|
|