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
$144M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$629K
2
+$353K
3
+$289K
4
AMGN icon
Amgen
AMGN
+$223K
5
C icon
Citigroup
C
+$166K

Top Sells

1
+$1.33M
2
+$977K
3
+$661K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$628K
5
T icon
AT&T
T
+$131K

Sector Composition

1 Technology 28.29%
2 Financials 21.86%
3 Healthcare 18.5%
4 Industrials 11.46%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.65%
40,950
27
$2.26M 1.57%
13,030
-9
28
$2.09M 1.45%
34,124
-50
29
$1.89M 1.31%
13,426
+9
30
$1.88M 1.31%
10,000
31
$1.69M 1.18%
45,450
+4,050
32
$1.69M 1.17%
26,600
33
$1.56M 1.08%
14,849
-300
34
$1.55M 1.08%
16,717
-400
35
$1.43M 1%
18,700
36
$1.39M 0.96%
10,373
-477
37
$1.17M 0.82%
21,280
+400
38
$1.15M 0.8%
25,250
-1,500
39
$1.02M 0.71%
13,750
40
$1.02M 0.71%
14,910
41
$946K 0.66%
11,000
42
$885K 0.62%
12,200
43
$859K 0.6%
14,230
+2,750
44
$849K 0.59%
12,800
45
$633K 0.44%
11,161
46
$613K 0.43%
20,303
+1,000
47
$593K 0.41%
25,200
48
$551K 0.38%
24,850
+1,700
49
$424K 0.29%
19,900
-100
50
$423K 0.29%
14,000
1
2
3