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
$94.8M
AUM Growth
+$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$393K
2
+$291K
3
+$233K
4
GE icon
GE Aerospace
GE
+$135K
5
JPM icon
JPMorgan Chase
JPM
+$94.5K

Top Sells

1
+$884K
2
+$481K
3
+$453K
4
JNJ icon
Johnson & Johnson
JNJ
+$383K
5
ABBV icon
AbbVie
ABBV
+$141K

Sector Composition

1 Healthcare 22.15%
2 Technology 16.96%
3 Financials 15.44%
4 Industrials 14.84%
5 Energy 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$307K 0.32%
16,200
-1,500
52
$292K 0.31%
15,225
-1,015
53
– –
-10,580
54
– –
-13,765
1 2
3