GIM

Guardian Investment Management Portfolio holdings

AUM $99.4M
1-Year Est. Return 11.83%
This Quarter Est. Return
1 Year Est. Return
+11.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.9M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M

Top Sells

1
+$1.55M

Sector Composition

1 Healthcare 18.2%
2 Industrials 15.72%
3 Energy 13.29%
4 Technology 11.78%
5 Financials 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 1.52%
36,815
27
$1.26M 1.4%
32,066
28
$1.17M 1.3%
22,880
29
$1.16M 1.29%
13,080
30
$1.15M 1.28%
29,550
31
$1.15M 1.28%
10,840
32
$1.14M 1.27%
26,450
33
$1.09M 1.21%
13,046
34
$978K 1.09%
12,375
35
$958K 1.07%
17,680
36
$953K 1.06%
17,790
37
$904K 1.01%
14,554
38
$760K 0.85%
26,500
39
$756K 0.84%
10,000
40
$719K 0.8%
16,486
41
$694K 0.77%
11,086
42
$679K 0.76%
14,980
43
$675K 0.75%
22,704
44
$671K 0.75%
41,340
45
$623K 0.69%
12,415
46
$607K 0.68%
45,420
47
$556K 0.62%
24,513
48
$517K 0.58%
59,535
49
$422K 0.47%
11,250
50
$408K 0.45%
19,515
1
2
3