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
$118M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$1.38M
3
+$1.24M
4
AMZN icon
Amazon
AMZN
+$939K
5
UPS icon
United Parcel Service
UPS
+$897K

Top Sells

1
+$17.3M
2
+$3.7M
3
+$2.7M
4
AAPL icon
Apple
AAPL
+$2.66M
5
T icon
AT&T
T
+$2.07M

Sector Composition

1 Technology 34.99%
2 Healthcare 19.02%
3 Industrials 11.84%
4 Consumer Staples 11.63%
5 Financials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$502K 0.43%
36,700
-30,779
52
$481K 0.41%
4,040
-4,900
53
$468K 0.4%
37,321
-1,405
54
$411K 0.35%
3,075
-6,925
55
$344K 0.29%
3,850
-832
56
– –
-20,636
57
– –
-29,465
58
– –
-14,000
1 2
3