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
$89.9M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$1.55M

Top Sells

1 +$1.55M

Sector Composition

1 Healthcare 18.2%
2 Industrials 15.72%
3 Energy 13.29%
4 Technology 11.78%
5 Financials 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$403K 0.45%
36,216
52
$393K 0.44%
26,036
53
$324K 0.36%
13,700
54
$263K 0.29%
17,936
55
-57,035