Each N-PORT filing of GFLW compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.https://themulden.com/enhttps://themulden.com/funds/gflw/https://themulden.com/funds/gflw/100 positions became 101: 16 added (16.27% of the fund), 15 dropped (12.58%). Turnover proxy 30.1%. Largest increases: SANDISK CORPORATION 2.9% to 4.3%; ELI LILLY AND COMPANY 0.96% to 2.27%; Astera Labs, Inc 0.43% to 1.17%; APPLIED MATERIALS, INC. 2.51% to 3.15%; BOOKING HOLDINGS INC. 0.7% to 1.32%; PALO ALTO NETWORKS, INC. 0.5% to 1.09%. Largest decreases: NEWMONT CORPORATION 3.54% to 1.87%; BROADCOM INC. 3.5% to 2.22%; PALANTIR TECHNOLOGIES INC. 1.71% to 0.53%; CARDINAL HEALTH, INC. 2.27% to 1.24%; COEUR MINING, INC. 1.85% to 0.82%; THE NEW YORK TIMES COMPANY 1.55% to 0.6%. New: CATERPILLAR INC. (3.81%), DELL TECHNOLOGIES INC. (2.81%), ROYALTY PHARMA PLC (1.88%), HOWMET AEROSPACE INC. (0.94%), ARGAN, INC. (0.92%), HECLA MINING COMPANY (0.91%). Gone: ROSS STORES, INC. (2.13%), THE TJX COMPANIES, INC. (1.88%), RALPH LAUREN CORPORATION (1.2%), CARVANA CO. (1.18%), LULULEMON ATHLETICA INC. (1.05%), GODADDY INC. (0.89%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 26 Aug 2026 12:00:00 GMThttps://themulden.com/funds/gflw/https://themulden.com/funds/gflw/101 positions became 100: 21 added (25.44% of the fund), 22 dropped (17.83%). Turnover proxy 39%. Largest increases: VERTIV HOLDINGS CO 0.71% to 2.14%; EMCOR GROUP, INC. 0.53% to 1.87%; THE NEW YORK TIMES COMPANY 0.66% to 1.55%; MARRIOTT INTERNATIONAL, INC. 0.29% to 1.05%; STERLING INFRASTRUCTURE, INC. 0.77% to 1.38%; ARISTA NETWORKS, INC. 0.6% to 1.21%. Largest decreases: UBER TECHNOLOGIES, INC. 2.97% to 0.62%; MCKESSON CORPORATION 2.57% to 1.45%; ALNYLAM PHARMACEUTICALS, INC. 1.88% to 0.78%; ADOBE INC. 2.45% to 1.49%; MOTOROLA SOLUTIONS, INC. 1.39% to 0.48%; HALOZYME THERAPEUTICS, INC. 1.14% to 0.35%. New: NEWMONT CORPORATION (3.54%), SANDISK CORPORATION (2.9%), APPLIED MATERIALS, INC. (2.51%), ROSS STORES, INC. (2.13%), COEUR MINING, INC. (1.85%), MONSTER BEVERAGE CORPORATION (1.47%). Gone: ROYALTY PHARMA PLC (2.73%), GARTNER, INC. (1.89%), IDEXX LABORATORIES, INC. (1.83%), MUELLER INDUSTRIES, INC. (1.69%), EXPEDIA GROUP, INC. (1.23%), NewMarket Corporation (1.1%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 May 2026 12:00:00 GMThttps://themulden.com/funds/gflw/https://themulden.com/funds/gflw/101 positions became 101: 12 added (13.84% of the fund), 12 dropped (10.4%). Turnover proxy 36.7%. Largest increases: KLA CORPORATION 0.98% to 2.52%; UBER TECHNOLOGIES, INC. 1.56% to 2.97%; LAM RESEARCH CORPORATION 1.48% to 2.87%; IDEXX LABORATORIES, INC. 0.53% to 1.83%; MEDPACE HOLDINGS, INC. 0.36% to 1.58%; GARTNER, INC. 0.73% to 1.89%. Largest decreases: BOOKING HOLDINGS INC. 2.48% to 0.51%; APPLOVIN CORPORATION 3.51% to 1.81%; DOORDASH, INC. 2.46% to 0.9%; SPOTIFY TECHNOLOGY S.A. 2.43% to 0.91%; EMCOR GROUP, INC. 1.7% to 0.53%; ZSCALER, INC. 1.47% to 0.34%. New: ROYALTY PHARMA PLC (2.73%), CARDINAL HEALTH, INC. (2.7%), RALPH LAUREN CORPORATION (1.91%), MUELLER INDUSTRIES, INC. (1.69%), MOTOROLA SOLUTIONS, INC. (1.39%), NewMarket Corporation (1.1%). Gone: ALPHABET INC. (4%), MONSTER BEVERAGE CORPORATION (1.11%), CENCORA, INC. (1.04%), STRIDE, INC. (0.95%), HIMS & HERS HEALTH, INC. (0.91%), BOOZ ALLEN HAMILTON HOLDING CORPORATION (0.82%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Feb 2026 12:00:00 GMThttps://themulden.com/funds/gflw/https://themulden.com/funds/gflw/101 positions became 101: 10 added (6.85% of the fund), 10 dropped (11.2%). Turnover proxy 28.5%. Largest increases: ALPHABET INC. 1.21% to 4%; NVIDIA CORPORATION 2.12% to 4.05%; ADOBE INC. 0.76% to 1.97%; APPLOVIN CORPORATION 2.42% to 3.51%; AMPHENOL CORPORATION 1.57% to 2.65%; LAM RESEARCH CORPORATION 0.64% to 1.48%. Largest decreases: FORTINET, INC. 2.04% to 0.4%; INTUIT INC. 1.91% to 0.74%; CINTAS CORPORATION 1.47% to 0.39%; SERVICENOW, INC. 1.51% to 0.62%; AUTODESK, INC. 1.62% to 0.84%; PALO ALTO NETWORKS, INC. 1.39% to 0.67%. New: InterDigital, Inc. (1.2%), IES HOLDINGS, INC. (1.13%), ALNYLAM PHARMACEUTICALS, INC. (1.1%), BRINKER INTERNATIONAL, INC. (1.09%), BOOZ ALLEN HAMILTON HOLDING CORPORATION (0.82%), GARTNER, INC. (0.73%). Gone: NETFLIX, INC. (3.95%), META PLATFORMS, INC. (3.2%), W.W. GRAINGER, INC. (1.21%), MUELLER INDUSTRIES, INC. (0.83%), LAS VEGAS SANDS CORP. (0.57%), LULULEMON ATHLETICA INC. (0.46%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 Nov 2025 12:00:00 GMThttps://themulden.com/funds/gflw/https://themulden.com/funds/gflw/100 positions became 101: 12 added (9.71% of the fund), 11 dropped (13.93%). Turnover proxy 31.9%. Largest increases: BROADCOM INC. 1.32% to 4.11%; INTUIT INC. 0.71% to 1.91%; AUTODESK, INC. 0.45% to 1.62%; ZSCALER, INC. 0.32% to 1.29%; DOORDASH, INC. 1.49% to 2.4%; VEEVA SYSTEMS INC. 0.4% to 1.29%. Largest decreases: ALPHABET INC. 3.77% to 1.21%; HALOZYME THERAPEUTICS, INC. 1.9% to 0.24%; APPLOVIN CORPORATION 3.65% to 2.42%; PALANTIR TECHNOLOGIES INC. 3.29% to 2.13%; MUELLER INDUSTRIES, INC. 1.95% to 0.83%; SPOTIFY TECHNOLOGY S.A. 3.76% to 2.79%. New: AMPHENOL CORPORATION (1.57%), CHEWY, INC. (1.44%), STRIDE, INC. (1.25%), MONSTER BEVERAGE CORPORATION (1.15%), STERLING INFRASTRUCTURE, INC. (1.06%), Credo Technology Group Holding Ltd (1.04%). Gone: MERCK & CO., INC. (2.57%), GODADDY INC. (1.96%), MOTOROLA SOLUTIONS, INC. (1.64%), MICROSOFT CORPORATION (1.54%), LIVE NATION ENTERTAINMENT, INC. (1.45%), APPLIED MATERIALS, INC. (1.27%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 Aug 2025 12:00:00 GMThttps://themulden.com/funds/gflw/https://themulden.com/funds/gflw/100 positions became 100: 18 added (13.31% of the fund), 18 dropped (10.28%). Turnover proxy 31.1%. Largest increases: MERCK & CO., INC. 0.92% to 2.57%; MUELLER INDUSTRIES, INC. 0.7% to 1.95%; SPOTIFY TECHNOLOGY S.A. 2.8% to 3.76%; MCKESSON CORPORATION 0.77% to 1.72%; ALPHABET INC. 2.86% to 3.77%; PALANTIR TECHNOLOGIES INC. 2.47% to 3.29%. Largest decreases: BROADCOM INC. 3.86% to 1.32%; NVIDIA CORPORATION 4.07% to 1.8%; EMCOR GROUP, INC. 2.26% to 0.44%; ARISTA NETWORKS, INC. 2.03% to 0.58%; VERTIV HOLDINGS CO 1.7% to 0.36%; COMFORT SYSTEMS USA, INC. 1.48% to 0.29%. New: HALOZYME THERAPEUTICS, INC. (1.9%), REDDIT INC. (1.77%), LIVE NATION ENTERTAINMENT, INC. (1.45%), DEXCOM, INC. (1.31%), LANTHEUS HOLDINGS, INC. (1.11%), CLEARWATER ANALYTICS HOLDINGS, INC. (1.04%). Gone: AMPHENOL CORPORATION (1.46%), UNITED THERAPEUTICS CORPORATION (0.94%), UNITEDHEALTH GROUP INCORPORATED (0.92%), NVR, Inc. (0.88%), ABERCROMBIE & FITCH CO. (0.79%), O'Reilly Automotive, Inc. (0.69%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 29 May 2025 12:00:00 GMT