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
$110M
AUM Growth
-$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$216K
2
+$40.7K
3
+$29.6K
4
TGT icon
Target
TGT
+$12.7K
5
DE icon
Deere & Co
DE
+$12.4K

Top Sells

1
+$897K
2
+$877K
3
+$817K
4
MMM icon
3M
MMM
+$421K
5
RTX icon
RTX Corp
RTX
+$381K

Sector Composition

1 Technology 34.78%
2 Healthcare 19.95%
3 Consumer Staples 11.99%
4 Industrials 10.62%
5 Financials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$414K 0.38%
38,146
+825
52
$325K 0.3%
4,510
-4,450
53
$316K 0.29%
3,900
+50
54
– –
-4,692
55
– –
-5,005
1 2
3