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
$129M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.73M
3
+$1.37M
4
GE icon
GE Aerospace
GE
+$1.18M
5
MU icon
Micron Technology
MU
+$720K

Top Sells

1
+$10.7M
2
+$4.09M
3
+$1.36M
4
XOM icon
Exxon Mobil
XOM
+$1.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.01M

Sector Composition

1 Technology 27.93%
2 Healthcare 20.92%
3 Financials 15.16%
4 Industrials 13.54%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$539K 0.42%
24,200
+1,000
52
$534K 0.41%
20,000
-5,200
53
$464K 0.36%
13,500
-500
54
$391K 0.3%
+15,000
55
$354K 0.28%
24,800
+4,900
56
$332K 0.26%
29,465
57
$282K 0.22%
+11,500
58
– –
-83,000
59
– –
-13,923
60
– –
-15,000
61
– –
-11,000
1 2
3