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
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$651K
2
+$635K
3
+$543K
4
SYK icon
Stryker
SYK
+$438K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$402K

Top Sells

1
+$10.8M
2
+$10.2M
3
+$9.64M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.36M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.44M

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
in Stake 		Capital Flow
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