GFP
Guardian Financial Partners Portfolio holdings
AUM
$223M
This Quarter Return
+5.98%
1 Year Return
+10.75%
3 Year Return
+36.16%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
84.92%
Holding
38
New
38
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.1% |
| 2 | Financials | 2.35% |
| 3 | Consumer Discretionary | 2.16% |
| 4 | Consumer Staples | 1.32% |
| 5 | Utilities | 0.91% |
