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
$201M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$1M
3 +$727K
4
SRE icon
Sempra
SRE
+$692K
5
AXP icon
American Express
AXP
+$657K

Top Sells

1 +$1.29M
2 +$814K
3 +$426K
4
FUL icon
H.B. Fuller
FUL
+$273K
5
IP icon
International Paper
IP
+$267K

Sector Composition

1 Technology 7.57%
2 Financials 7.28%
3 Consumer Staples 6.03%
4 Industrials 4.07%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-81,275
177
-20,019