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
$135M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$9.65M
3
+$3.22M
4
NVDA icon
NVIDIA
NVDA
+$2.24M
5
TXN icon
Texas Instruments
TXN
+$1.92M

Top Sells

1
+$1.9M
2
+$1.2M
3
+$955K
4
XOM icon
Exxon Mobil
XOM
+$885K
5
GE icon
GE Aerospace
GE
+$852K

Sector Composition

1 Technology 26.06%
2 Financials 23.11%
3 Healthcare 17.55%
4 Industrials 13.05%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$542K 0.4%
11,161
-8,087
52
$525K 0.39%
29,500
+1,500
53
$380K 0.28%
20,000
-37,279
54
$380K 0.28%
14,000
55
$347K 0.26%
29,465
56
– –
-14,500
57
– –
-11,100
58
– –
-12,715
59
– –
-11,500
60
– –
-11,950
61
– –
-13,900
62
– –
-30,350
1 2
3