GP
Guardian Partners Portfolio holdings
AUM
$1.11B
1 Year Est. Return
–
AUM
$1.11B
AUM Growth
+$145M
(+15%)
Holding
179
Top Buys
| 1 | +$39.8M | |
| 2 | +$35.4M | |
| 3 | +$8.14M | |
| 4 |
Global X Copper Miners ETF NEW
COPX
|
+$6.13M |
| 5 |
SPDR S&P Homebuilders ETF
XHB
|
+$5.5M |
Top Sells
| 1 | +$32.4M | |
| 2 | +$14.3M | |
| 3 | +$14M | |
| 4 |
iShares MSCI Japan Value ETF
EWJV
|
+$13M |
| 5 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$5.32M |
Sector Composition
| 1 | Financials | 32.15% |
| 2 | Technology | 11.08% |
| 3 | Energy | 10.14% |
| 4 | Industrials | 5.69% |
| 5 | Utilities | 5.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
KULR Technology Group
KULR
$178M
| – | – |
-2,500
|
|
||
177
Prudential Financial
PRU
$36B
| – | – |
-2,030
|
|
||
178
Energy Select Sector SPDR Fund
XLE
$26.5B
| – | – |
-58,990
|
|
||
|
VRN
179
DELISTED
Veren
VRN
| – | – |
-28,028
|
|