GIM

Guardian Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 20.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.4M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$501K
3
+$460K
4
AMAT icon
Applied Materials
AMAT
+$301K
5
QS icon
QuantumScape Corp
QS
+$163K

Top Sells

1
+$18.2M
2
+$2.04M
3
+$1.22M
4
AXP icon
American Express
AXP
+$1.1M
5
WMT icon
Walmart Inc
WMT
+$1.06M

Sector Composition

1 Technology 25.18%
2 Healthcare 24.34%
3 Consumer Staples 13.62%
4 Industrials 13.09%
5 Financials 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$291K 0.29%
6,730
-250
52
– –
-42,750
53
– –
-2,300
54
– –
-900
55
– –
-4,092
56
– –
-129,915
57
– –
-1,203
1 2
3