GIM

Guardian Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 20.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$6.01M
2 +$4.99M
3 +$3.48M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.59M
5
PG icon
Procter & Gamble
PG
+$2.32M

Top Sells

No sells this quarter

Sector Composition

1 Energy 21.73%
2 Industrials 19.09%
3 Healthcare 16.65%
4 Consumer Staples 14.95%
5 Technology 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$176K 0.25%
+9,363