GFS
GYL Financial Synergies Portfolio holdings
AUM
$1.33B
This Quarter Return
-13.23%
1 Year Return
+34.46%
3 Year Return
+35.99%
5 Year Return
+109.21%
10 Year Return
–
AUM
$138M
AUM Growth
–
Cap. Flow
+$138M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.39%
Holding
143
New
143
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$21.2M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$15.1M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$6.91M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$6.15M |
| 5 |
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% |
