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GFS
GYL Financial Synergies Portfolio holdings
AUM
$1.33B
1-Year Est. Return
34.46%
This Fund
S&P 500
This Quarter
Est. Return
-13.23%
1 Year Est. Return
+34.46%
3 Year Est. Return
+35.99%
5 Year Est. Return
+109.09%
10 Year Est. Return
–
AUM
$138M
AUM Growth
–
Cap. Flow
+$148M
Cap. Flow
% of AUM
107.68%
Top 10 Holdings %
Top 10 Hldgs %
50.39%
Holding
143
New
143
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$22.9M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$16.5M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$7.46M |
| 4 |
Apple
AAPL
|
+$7.36M |
| 5 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$6.77M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.76% |
| 2 | Consumer Staples | 6.91% |
| 3 | Financials | 4.39% |
| 4 | Healthcare | 4.2% |
| 5 | Industrials | 3.7% |
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GYL Financial Synergies's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for GYL Financial Synergies, which disclosed 143 positions worth $138M. Its ten largest holdings account for 50% of the portfolio.
Its largest position is State Street SPDR S&P 500 ETF Trust: 84,841 shares worth $21.2M.
By sector, the portfolio is most concentrated in Technology at 7.8% of assets, followed by Consumer Staples and Financials.
- GYL Financial Synergies's largest Q4 2018 buy was State Street SPDR S&P 500 ETF Trust: 84,841 shares worth $21.2M.
- GYL Financial Synergies's ten largest holdings make up 50% of its $138M portfolio in Q4 2018.
- GYL Financial Synergies disclosed 143 positions in Q4 2018, its first 13F filing on record.
Based on GYL Financial Synergies's 13F filing for Q4 2018, filed 14 Feb 2019.