GFP
Guardian Financial Partners Portfolio holdings
AUM
$223M
This Quarter Return
+2.68%
1 Year Return
+10.75%
3 Year Return
+36.16%
5 Year Return
–
10 Year Return
–
AUM
$34.4M
AUM Growth
+$34.4M
(-65%)
Cap. Flow
-$65.4M
Cap. Flow
% of AUM
-190.31%
Top 10 Holdings %
Top 10 Hldgs %
92.82%
Holding
43
New
2
Increased
8
Reduced
4
Closed
26
Top Buys
| 1 |
Innovator Laddered Allocation Power Buffer ETF
BUFF
|
$2.5M |
| 2 |
Janus Henderson B-BBB CLO ETF
JBBB
|
$1.34M |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
$1.02M |
| 4 |
Broadcom
AVGO
|
$299K |
| 5 |
Amazon
AMZN
|
$33.9K |
Top Sells
Sector Composition
| 1 | Technology | 7.96% |
| 2 | Financials | 6.51% |
| 3 | Consumer Discretionary | 4.12% |
| 4 | Consumer Staples | 2.46% |
| 5 | Utilities | 2.39% |
