GP
Guardian Partners Portfolio holdings
AUM
$1.11B
1 Year Est. Return
–
AUM
$968M
AUM Growth
-$15.1M
(-1.5%)
Holding
178
Top Buys
| 1 | +$29.6M | |
| 2 | +$19.1M | |
| 3 | +$14.9M | |
| 4 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$4.91M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$4.79M |
Top Sells
| 1 | +$12.4M | |
| 2 | +$8.92M | |
| 3 | +$2.72M | |
| 4 |
Palantir
PLTR
|
+$2.7M |
| 5 |
Microsoft
MSFT
|
+$2.6M |
Sector Composition
| 1 | Financials | 31.51% |
| 2 | Energy | 10.88% |
| 3 | Technology | 10.03% |
| 4 | Healthcare | 6.26% |
| 5 | Industrials | 5.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PDS
176
Precision Drilling
PDS
$794M
| – | – |
-3,394
|
|
||
177
iShares MSCI World ETF
URTH
$6.03B
| – | – |
-12,904
|
|
||
|
XYZ
178
Block Inc
XYZ
$48.9B
| – | – |
-15,530
|
|