GIM

Guardian Investment Management Portfolio holdings

AUM $118M
1-Year Est. Return 17.98%
This Quarter Est. Return
1 Year Est. Return
+17.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$765K
2
+$406K

Top Sells

1
+$1.58M
2
+$1.45M
3
+$1.3M
4
WMT icon
Walmart
WMT
+$1.12M
5
MSFT icon
Microsoft
MSFT
+$853K

Sector Composition

1 Financials 26.1%
2 Technology 23.22%
3 Healthcare 17.58%
4 Consumer Staples 11.91%
5 Industrials 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$364K 0.31%
39,500
-200
52
$317K 0.27%
6,980
-2,300
53
$306K 0.26%
2,300
-1,333
54
$294K 0.25%
4,450
55
$294K 0.25%
11,752
-4,790
56
$275K 0.23%
900
-1,300
57
$255K 0.21%
2,300
-1,500
58
– –
-2,936
59
– –
-4,089
1 2
3