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
$174M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$711K
3
+$610K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$537K
5
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$430K

Top Sells

1
+$1.16M
2
+$594K
3
+$574K
4
UAL icon
United Airlines
UAL
+$546K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$509K

Sector Composition

1 Technology 14.82%
2 Consumer Staples 8.79%
3 Financials 8.58%
4 Healthcare 6.4%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$336K 0.19%
3,808
-229
127
$334K 0.19%
9,265
-1,728
128
$332K 0.19%
2,871
+598
129
$328K 0.19%
+8,506
130
$319K 0.18%
7,121
-424
131
$305K 0.18%
9,200
132
$302K 0.17%
1,791
-5
133
$298K 0.17%
6,384
+1,132
134
$297K 0.17%
+6,368
135
$291K 0.17%
6,069
+14
136
$287K 0.17%
2,899
137
$283K 0.16%
785
138
$271K 0.16%
13,832
+2
139
$262K 0.15%
1,103
140
$260K 0.15%
2,218
-788
141
$260K 0.15%
2,290
-37
142
$258K 0.15%
1,149
143
$258K 0.15%
4,056
144
$258K 0.15%
3,481
145
$255K 0.15%
+8,436
146
$254K 0.15%
2,640
+65
147
$252K 0.15%
616
-300
148
$246K 0.14%
+1,061
149
$245K 0.14%
+6,282
150
$241K 0.14%
+11,121
4 5
6
7 8