GIS
Guardian Investor Services Portfolio holdings
AUM
$126M
1-Year Est. Return
14.11%
1 Year Est. Return
+14.11%
AUM
$126M
AUM Growth
+$1.96M
(+1.6%)
Holding
503
Top Buys
| 1 | +$300K | |
| 2 | +$95K | |
| 3 | +$95K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$49.5K |
| 5 |
Bread Financial
BFH
|
+$16.4K |
Top Sells
| 1 | +$209K | |
| 2 | +$88.1K | |
| 3 | +$66.8K | |
| 4 |
Microsoft
MSFT
|
+$65.8K |
| 5 |
Intel
INTC
|
+$60.5K |
Sector Composition
| 1 | Financials | 15.71% |
| 2 | Technology | 15.1% |
| 3 | Healthcare | 15.07% |
| 4 | Industrials | 10.19% |
| 5 | Consumer Staples | 9.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
DO
501
DELISTED
Diamond Offshore Drilling
DO
| $17K | 0.01% |
464
-13
|
|
||
502
Jabil
JBL
$24.3B
| – | – |
-1,417
|
|
||
|
BMS
503
DELISTED
Bemis
BMS
| – | – |
-716
|
|