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
$144M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$629K
2
+$353K
3
+$289K
4
AMGN icon
Amgen
AMGN
+$223K
5
C icon
Citigroup
C
+$166K

Top Sells

1
+$1.33M
2
+$977K
3
+$661K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$628K
5
T icon
AT&T
T
+$131K

Sector Composition

1 Technology 28.29%
2 Financials 21.86%
3 Healthcare 18.5%
4 Industrials 11.46%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$406K 0.28%
23,200
-6,300
52
$353K 0.25%
15,000
-275
53
$352K 0.24%
29,465
54
$289K 0.2%
+13,923
55
– –
-20,799
56
– –
-11,500
1 2
3