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
$115M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.31M
3
+$641K
4
PYPL icon
PayPal
PYPL
+$297K
5
BA icon
Boeing
BA
+$112K

Top Sells

1
+$538K
2
+$534K
3
+$460K
4
MSFT icon
Microsoft
MSFT
+$394K
5
AAPL icon
Apple
AAPL
+$247K

Sector Composition

1 Technology 18.06%
2 Healthcare 18%
3 Industrials 17.81%
4 Financials 13.1%
5 Communication Services 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.48%
31,650
-2,850
27
$1.7M 1.47%
34,092
-4,098
28
$1.68M 1.45%
33,286
-300
29
$1.68M 1.45%
24,484
+633
30
$1.63M 1.41%
18,082
-1,244
31
$1.55M 1.34%
14,914
+2,862
32
$1.47M 1.27%
28,040
-2,880
33
$1.45M 1.25%
10,667
-288
34
$1.31M 1.14%
+40,437
35
$1.27M 1.1%
26,351
36
$1.22M 1.05%
24,350
-2,500
37
$1.2M 1.04%
14,991
-6,733
38
$1.17M 1.01%
90,699
-4,750
39
$1.14M 0.99%
10,773
+10
40
$1.09M 0.94%
21,550
41
$1.04M 0.9%
36,902
-2,000
42
$985K 0.85%
12,419
-314
43
$906K 0.78%
32,650
+2,400
44
$904K 0.78%
13,665
45
$819K 0.71%
12,267
-995
46
$809K 0.7%
20,400
-2,150
47
$775K 0.67%
18,750
-2,600
48
$766K 0.66%
27,710
49
$725K 0.63%
19,700
-200
50
$725K 0.63%
16,650
-1,075
1
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