GAA
Guardian Asset Advisors Portfolio holdings
AUM
$174M
This Quarter Return
+11.64%
1 Year Return
+19.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.09%
Holding
97
New
97
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$17.9M |
| 2 |
Amazon
AMZN
|
$6.63M |
| 3 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$5.13M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$4.75M |
| 5 |
Microsoft
MSFT
|
$4.55M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 25.35% |
| 2 | Consumer Discretionary | 10.23% |
| 3 | Healthcare | 4.85% |
| 4 | Financials | 3.82% |
| 5 | Consumer Staples | 2.72% |
