GFP
Guardian Financial Partners Portfolio holdings
AUM
$223M
This Quarter Return
-2.48%
1 Year Return
+10.75%
3 Year Return
+36.16%
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(+209%)
Cap. Flow
+$72.5M
Cap. Flow
% of AUM
68.14%
Top 10 Holdings %
Top 10 Hldgs %
66.63%
Holding
43
New
26
Increased
6
Reduced
6
Closed
2
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$19.4M |
| 2 |
Schwab International Equity ETF
SCHF
|
$11.3M |
| 3 |
Panagram BBB-B CLO ETF
CLOZ
|
$9.43M |
| 4 |
Schwab Fundamental US Broad Market Index ETF
FNDB
|
$4.62M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$4.37M |
Top Sells
Sector Composition
| 1 | Technology | 4.33% |
| 2 | Financials | 2.2% |
| 3 | Consumer Staples | 1.26% |
| 4 | Consumer Discretionary | 1.15% |
| 5 | Utilities | 0.7% |
