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
$146M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$644K
3
+$605K
4
BMY icon
Bristol-Myers Squibb
BMY
+$489K
5
WMT icon
Walmart Inc
WMT
+$454K

Top Sells

1
+$5.76M
2
+$2.4M
3
+$1.49M
4
CMCSA icon
Comcast
CMCSA
+$1.12M
5
CSX icon
CSX Corp
CSX
+$807K

Sector Composition

1 Technology 24.81%
2 Healthcare 19.68%
3 Financials 16.61%
4 Industrials 14.72%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$566K 0.39%
28,000
+8,000
52
$452K 0.31%
11,100
-1,000
53
$397K 0.27%
12,715
-2,000
54
$382K 0.26%
11,950
-300
55
$378K 0.26%
14,000
56
$328K 0.22%
29,465
1 2
3