GFS

GYL Financial Synergies Portfolio holdings

AUM $1.33B
1-Year Est. Return 34.46%
This Quarter Est. Return
1 Year Est. Return
+34.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15.1M
3
+$6.91M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.15M
5
AAPL icon
Apple
AAPL
+$5.98M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.76%
2 Consumer Staples 6.91%
3 Financials 4.39%
4 Healthcare 4.2%
5 Industrials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.25%
+3,164
77
$347K 0.25%
+1,954
78
$345K 0.25%
+59,364
79
$345K 0.25%
+3,484
80
$344K 0.25%
+1,495
81
$343K 0.25%
+5,235
82
$343K 0.25%
+2,041
83
$342K 0.25%
+4,142
84
$334K 0.24%
+6,305
85
$333K 0.24%
+8,930
86
$332K 0.24%
+5,898
87
$329K 0.24%
+1,934
88
$323K 0.23%
+2,667
89
$319K 0.23%
+6,771
90
$319K 0.23%
+12,972
91
$317K 0.23%
+5,433
92
$311K 0.23%
+8,394
93
$310K 0.23%
+1,550
94
$304K 0.22%
+8,918
95
$300K 0.22%
+12,173
96
$290K 0.21%
+2,195
97
$285K 0.21%
+11,604
98
$285K 0.21%
+5,956
99
$278K 0.2%
+6,166
100
$277K 0.2%
+6,909
2 3
4
5 6