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
$89.6M
AUM Growth
-$371K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.54M
3
+$1.36M
4
AXP icon
American Express
AXP
+$851K
5
TXN icon
Texas Instruments
TXN
+$779K

Top Sells

1
+$1.6M
2
+$1.59M
3
+$1.58M
4
DUK icon
Duke Energy
DUK
+$1.45M
5
NSC icon
Norfolk Southern
NSC
+$1.03M

Sector Composition

1 Healthcare 17.45%
2 Industrials 15.39%
3 Energy 14.76%
4 Technology 13.81%
5 Financials 11.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$133K 0.15%
+4,994
52
– –
-105,000
53
– –
-15,000
54
– –
-19,000
55
– –
-15,000
56
– –
-15,000
57
– –
-10,000
1 2
3