GFP
Guardian Financial Partners Portfolio holdings
AUM
$223M
This Quarter Return
+1%
1 Year Return
+10.75%
3 Year Return
+36.16%
5 Year Return
–
10 Year Return
–
AUM
$209M
AUM Growth
+$209M
(+24%)
Cap. Flow
+$42.3M
Cap. Flow
% of AUM
20.23%
Top 10 Holdings %
Top 10 Hldgs %
60.29%
Holding
57
New
8
Increased
32
Reduced
15
Closed
1
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$16M |
| 2 |
Janus Henderson Securitized Income ETF
JSI
|
$15.5M |
| 3 |
Panagram BBB-B CLO ETF
CLOZ
|
$1.38M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.07M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$828K |
Top Sells
Sector Composition
| 1 | Financials | 9.86% |
| 2 | Technology | 3.66% |
| 3 | Consumer Discretionary | 1.2% |
| 4 | Consumer Staples | 1.03% |
| 5 | Healthcare | 0.45% |
