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
$97.8M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.73%
2 Communication Services 5.7%
3 Energy 5.43%
4 Consumer Staples 4.9%
5 Technology 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,829