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
$126M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$948K
3
+$868K
4
JPM icon
JPMorgan Chase
JPM
+$307K
5
XOM icon
Exxon Mobil
XOM
+$210K

Top Sells

1
+$2.64M
2
+$931K
3
+$400K
4
SLB icon
SLB Limited
SLB
+$205K
5
INTC icon
Intel
INTC
+$186K

Sector Composition

1 Technology 22.51%
2 Healthcare 17.89%
3 Industrials 16.06%
4 Financials 13.88%
5 Communication Services 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$607K 0.48%
15,100
-5,100
52
$567K 0.45%
19,500
53
$473K 0.38%
14,733
-1,700
54
$357K 0.28%
11,804
+200
55
$350K 0.28%
15,800
-3,000
56
$285K 0.23%
13,900
1 2
3