GFS
GYL Financial Synergies Portfolio holdings
AUM
$1.33B
This Quarter Return
+5.52%
1 Year Return
+34.46%
3 Year Return
+35.99%
5 Year Return
+109.21%
10 Year Return
–
AUM
$182M
AUM Growth
+$182M
(+4.7%)
Cap. Flow
+$364K
Cap. Flow
% of AUM
0.2%
Top 10 Holdings %
Top 10 Hldgs %
38.8%
Holding
188
New
18
Increased
59
Reduced
58
Closed
11
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$831K |
| 2 |
Cisco
CSCO
|
$643K |
| 3 |
Qualcomm
QCOM
|
$592K |
| 4 |
Conagra Brands
CAG
|
$583K |
| 5 |
Restaurant Brands International
QSR
|
$515K |
Top Sells
| 1 |
Celsius Holdings
CELH
|
$1.32M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$712K |
| 3 |
Canadian Imperial Bank of Commerce
CM
|
$652K |
| 4 |
Rogers Communications
RCI
|
$613K |
| 5 |
IBM
IBM
|
$603K |
Sector Composition
| 1 | Technology | 14.84% |
| 2 | Financials | 9.09% |
| 3 | Consumer Staples | 7.33% |
| 4 | Healthcare | 6.14% |
| 5 | Industrials | 5.74% |
