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
126
$214K 0.16%
+2,406
127
$212K 0.15%
+1,327
128
$211K 0.15%
+1,956
129
$210K 0.15%
+1,489
130
$209K 0.15%
+1,107
131
$207K 0.15%
+1,018
132
$207K 0.15%
+709
133
$206K 0.15%
+5,760
134
$206K 0.15%
+5,402
135
$205K 0.15%
+2,092
136
$204K 0.15%
+2,024
137
$203K 0.15%
+1,430
138
$203K 0.15%
+3,144
139
$167K 0.12%
+19,700
140
$147K 0.11%
+28,457
141
$136K 0.1%
+3,452
142
$106K 0.08%
+13,201
143
$14K 0.01%
+63
2 3 4 5
6