GS

Girard Securities Portfolio holdings

AUM $113M
1-Year Est. Return 13.59%
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$3.39M
3 +$3.15M
4
AAPL icon
Apple
AAPL
+$2.75M
5
SABA
Saba Capital Income & Opportunities Fund II
SABA
+$2.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.21%
2 Consumer Staples 5.35%
3 Financials 5.33%
4 Energy 5.08%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$58K 0.06%
+85,877
152
$45K 0.04%
+13,390
153
$26K 0.03%
+14,000
154
$23K 0.02%
+10,000