GS
Girard Securities Portfolio holdings
AUM
$113M
1-Year Return
13.59%
This Quarter Return
+2.6%
1 Year Return
+13.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$97.8M
AUM Growth
-$11.4M
(-10%)
Cap. Flow
-$13.6M
Cap. Flow
% of AUM
-13.89%
Top 10 Holdings %
Top 10 Hldgs %
32.35%
Holding
176
New
12
Increased
42
Reduced
88
Closed
21
Top Buys
| 1 |
Sanofi
SNY
|
$948K |
| 2 |
iShares Biotechnology ETF
IBB
|
$927K |
| 3 |
FedEx
FDX
|
$349K |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$336K |
| 5 |
MEET
The Meet Group, Inc. Common Stock
MEET
|
$307K |
Top Sells
Sector Composition
| 1 | Healthcare | 5.73% |
| 2 | Communication Services | 5.7% |
| 3 | Energy | 5.43% |
| 4 | Consumer Staples | 4.9% |
| 5 | Technology | 4.65% |
