GFP
Guardian Financial Partners Portfolio holdings
AUM
$237M
1-Year Est. Return
10.23%
1 Year Est. Return
+10.23%
AUM
$223M
AUM Growth
+$13.6M
(+6.5%)
Holding
57
Top Buys
| 1 | +$1.1M | |
| 2 | +$1.09M | |
| 3 | +$815K | |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$764K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$669K |
Top Sells
| 1 | +$4M | |
| 2 | +$756K | |
| 3 | +$386K | |
| 4 |
NVIDIA
NVDA
|
+$314K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$203K |
Sector Composition
| 1 | Financials | 8.57% |
| 2 | Technology | 3.59% |
| 3 | Consumer Staples | 1% |
| 4 | Consumer Discretionary | 0.84% |
| 5 | Healthcare | 0.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
JPMorgan Chase
JPM
$847B
| $360K | 0.16% |
1,242
+79
|
|
||
52
Eli Lilly
LLY
$772B
| $358K | 0.16% |
459
+200
|
|
||
53
Vanguard Total Stock Market ETF
VTI
$556B
| $346K | 0.16% |
1,139
+92
|
|
||
54
Schwab US Broad Market ETF
SCHB
$38.1B
| $267K | 0.12% |
11,187
+2
|
|
||
55
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.2B
| $240K | 0.11% |
10,535
+507
|
|
||
56
Broadcom
AVGO
$1.75T
| $227K | 0.1% |
822
-1,401
|
|
||
57
Innovator Laddered Allocation Power Buffer ETF
BUFF
$809M
| – | – |
-90,657
|
|