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
$118M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$1.38M
3
+$1.24M
4
AMZN icon
Amazon
AMZN
+$939K
5
UPS icon
United Parcel Service
UPS
+$897K

Top Sells

1
+$17.3M
2
+$3.7M
3
+$2.7M
4
AAPL icon
Apple
AAPL
+$2.66M
5
T icon
AT&T
T
+$2.07M

Sector Composition

1 Technology 34.99%
2 Healthcare 19.02%
3 Industrials 11.84%
4 Consumer Staples 11.63%
5 Financials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 1.26%
8,200
-50
27
$1.47M 1.25%
5,987
-3,165
28
$1.42M 1.21%
13,000
-817
29
$1.42M 1.21%
11,770
+10,260
30
$1.36M 1.16%
15,527
-197,257
31
$1.3M 1.11%
25,200
-6,400
32
$1.05M 0.9%
28,363
-27,083
33
$1.05M 0.89%
14,910
34
$972K 0.83%
4,950
-175
35
$968K 0.82%
60,663
-129,500
36
$939K 0.8%
+7,200
37
$915K 0.78%
12,550
-8,000
38
$897K 0.76%
+5,005
39
$849K 0.72%
18,430
-1,000
40
$817K 0.7%
+4,692
41
$805K 0.68%
6,100
+2,500
42
$765K 0.65%
2,465
-230
43
$756K 0.64%
13,500
-250
44
$747K 0.64%
+3,400
45
$692K 0.59%
8,960
46
$648K 0.55%
1,600
47
$601K 0.51%
6,650
-10,467
48
$599K 0.51%
5,699
-14,226
49
$582K 0.5%
7,550
-5,950
50
$505K 0.43%
2,225
-1,725
1
2
3