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
$115M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.31M
3
+$641K
4
PYPL icon
PayPal
PYPL
+$297K
5
BA icon
Boeing
BA
+$112K

Top Sells

1
+$538K
2
+$534K
3
+$460K
4
MSFT icon
Microsoft
MSFT
+$394K
5
AAPL icon
Apple
AAPL
+$247K

Sector Composition

1 Technology 18.06%
2 Healthcare 18%
3 Industrials 17.81%
4 Financials 13.1%
5 Communication Services 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$663K 0.57%
20,299
-99
52
$641K 0.56%
+12,400
53
$583K 0.5%
39,798
-4,130
54
$575K 0.5%
10,090
-1,100
55
$539K 0.47%
17,000
-400
56
$408K 0.35%
18,800
-2,750
57
$358K 0.31%
13,604
-782
58
– –
-11,370
1 2
3