GAA

Guardian Asset Advisors Portfolio holdings

AUM $174M
1-Year Est. Return 19.75%
This Quarter Est. Return
1 Year Est. Return
+19.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.96M
2 +$1.33M
3 +$1.1M
4
PLTR icon
Palantir
PLTR
+$949K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$711K

Top Sells

1 +$1.2M
2 +$828K
3 +$807K
4
HSY icon
Hershey
HSY
+$742K
5
NVO icon
Novo Nordisk
NVO
+$280K

Sector Composition

1 Technology 24.97%
2 Consumer Discretionary 9.82%
3 Financials 3.62%
4 Healthcare 3.41%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,355
102
-384
103
-3,950