GIM

Guardian Investment Management Portfolio holdings

AUM $127M
1-Year Est. Return 22.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$4.55M
3
+$3.6M
4
T icon
AT&T
T
+$2.37M
5
BAC icon
Bank of America
BAC
+$2.18M

Top Sells

1
+$1.83M
2
+$1.55M
3
+$768K
4
CSX icon
CSX Corp
CSX
+$689K
5
MMM icon
3M
MMM
+$103K

Sector Composition

1 Technology 26.53%
2 Healthcare 18.99%
3 Industrials 13.88%
4 Financials 13.69%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$581K 0.44%
38,726
52
$399K 0.3%
14,000
+500
53
$360K 0.27%
29,465
54
$230K 0.17%
212,784
+192,250
1 2
3