GFS

GYL Financial Synergies Portfolio holdings

AUM $1.33B
1-Year Est. Return 34.46%
This Fund
S&P 500
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
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$655K
2
+$615K
3
+$471K
4
SYK icon
Stryker
SYK
+$449K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$395K

Top Sells

1
+$10M
2
+$9.68M
3
+$9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.08M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$4.15M

Sector Composition

1 Technology 13.16%
2 Consumer Staples 8.96%
3 Financials 8.76%
4 Healthcare 6.47%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
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