GE

Gotham Enhanced 500 Plus Fund | GEFPX

Mutual Fund
Gotham Enhanced 500 Plus Fund
Last update 2025-06-20 496 Stocks (4 new)
Value $5.00 Mil Turnover 36 %
Countries:
Top Holdings: AAPL(6.87%)MSFT(6.66%)NVDA(4.65%)AMZN(4.52%)GOOGL(4.13%)
Summary Stock Picks Current Portfolio
Gotham Enhanced 500 Plus Fund Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
1,436
319.0
+15.16%
6.870
+0.90%
0.000
+6.32%
-15.48%
3,153,550.3
Hardware
MSFT
Microsoft Corp
824
309.3
+2.11%
6.660
+0.14%
0.000
+29.18%
+19.92%
3,742,360.2
Software
NVDA
NVIDIA Corp
1,992
215.9
-2.16%
4.650
-0.12%
0.000
+42.47%
+21.31%
3,972,245.3
Semiconductors
AMZN
Amazon.com Inc
1,103
209.9
+10.74%
4.520
+0.44%
0.000
+16.45%
+1.44%
2,362,563.1
Retail - Cyclical
GOOGL
Alphabet Inc
1,241
191.9
+6.89%
4.130
+0.27%
0.000
+11.42%
-6.48%
2,148,917.1
Interactive Media
META
Meta Platforms Inc
281
162.0
+2.55%
3.490
+0.09%
0.000
+25.19%
+25.36%
1,842,448.7
Interactive Media
TMUS
T-Mobile US Inc
557
148.6
-2.96%
3.200
-0.08%
0.000
-8.53%
+5.99%
263,775.3
Telecommunication Services
MRK
Merck & Co Inc
1,460
131.1
+32.13%
2.820
+0.69%
0.000
+3.22%
-14.28%
210,198.4
Drug Manufacturers
CSCO
Cisco Systems Inc
1,940
119.7
+186.98%
2.580
+1.68%
0.000
+19.88%
+19.31%
274,309.1
Hardware
BRK.B
Berkshire Hathaway Inc
212
112.9
0%
2.430
0%
0.000
-8.15%
+5.65%
1,033,828.1
Insurance

Gotham Enhanced 500 Plus Fund's Historical Top Holdings Breakdowns

Gotham Enhanced 500 Plus Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GE
GE Aerospace
2025-03-31
Reduce
Reduce
-2.20%
●
168.59 ($196.75) 212.13
$250.33
27.23%
Reduce -99.37%
4
-629
CSCO
Cisco Systems Inc
2025-03-31
Add
Add
+1.68%
●
58.74 ($61.57) 64.87
$69.27
12.51%
Add 186.98%
1,940
1,264
LOW
Lowe's Companies Inc
2025-03-31
Sell Short
-1.56%
●
222.66 ($246.05) 268.42
$225.57
-8.32%
Sell Short
-10
-302
UPS
United Parcel Service Inc
2025-03-31
Add
Add
+1.14%
●
109.66 ($119.57) 136.26
$102.15
-14.57%
Add 2190.91%
504
482
VZ
Verizon Communications Inc
2025-03-31
Add
Add
+1.12%
●
37.81 ($41.63) 46.49
$42.61
2.35%
Add 124.54%
2,068
1,147
ANET
Arista Networks Inc
2025-03-31
Add
Add
+1.05%
●
77.48 ($101.39) 129.82
$106.28
4.82%
Add 590.65%
739
632
JNJ
Johnson & Johnson
2025-03-31
Reduce
Reduce
-1.04%
●
142.06 ($156.47) 167.7
$156.28
-0.12%
Reduce -65.77%
179
-344
OKE
ONEOK Inc
2025-03-31
Sell Short
-0.95%
●
89.57 ($99.27) 109.85
$81.16
-18.24%
Sell Short
-117
-449
PG
Procter & Gamble Co
2025-03-31
Add
Add
+0.94%
●
158.56 ($167.49) 176.26
$157.52
-5.95%
Add 571.11%
302
257
REGN
Regeneron Pharmaceuticals Inc
2025-03-31
Add
Add
+0.91%
●
634.14 ($687.82) 744.83
$552.58
-19.66%
Add 1650%
70
66

Gotham Enhanced 500 Plus Fund Total Holding History ($B)

To

Gotham Enhanced 500 Plus Fund's Asset Allocation

To

Gotham Enhanced 500 Plus Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Gotham Enhanced 500 Plus Fund's Hypothetical Growth since 2025-03-31

Gotham Enhanced 500 Plus Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Gotham Enhanced 500 Plus Fund's Holdings Heat Map

Size field:

Gotham Enhanced 500 Plus Fund's Holdings Bubble Chart

Gotham Enhanced 500 Plus Fund News

  • 1

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