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
$115M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.31M
3
+$641K
4
PYPL icon
PayPal
PYPL
+$297K
5
BA icon
Boeing
BA
+$112K

Top Sells

1
+$538K
2
+$534K
3
+$460K
4
MSFT icon
Microsoft
MSFT
+$394K
5
AAPL icon
Apple
AAPL
+$247K

Sector Composition

1 Technology 18.06%
2 Healthcare 18%
3 Industrials 17.81%
4 Financials 13.1%
5 Communication Services 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.39M 5.53%
134,588
-5,200
2
$6.22M 5.38%
115,779
-4,080
3
$5.64M 4.88%
140,972
4
$5.25M 4.55%
221,701
-5,655
5
$4.29M 3.72%
11,248
+293
6
$4.16M 3.6%
29,743
-900
7
$3.92M 3.39%
142,063
8
$3.91M 3.39%
31,773
-893
9
$3.69M 3.2%
45,673
-93
10
$3.33M 2.88%
17,503
-2,422
11
$3.23M 2.8%
27,430
-3,340
12
$3.01M 2.6%
17,314
-450
13
$2.62M 2.27%
24,289
14
$2.62M 2.26%
11,065
-100
15
$2.58M 2.24%
24,835
-2,360
16
$2.55M 2.21%
43,146
-484
17
$2.52M 2.18%
62,499
-5,375
18
$2.51M 2.17%
31,116
-33
19
$2.32M 2.01%
22,934
20
$2.02M 1.75%
42,254
-3,040
21
$1.99M 1.72%
13,868
-704
22
$1.84M 1.59%
+11,500
23
$1.83M 1.59%
29,450
-200
24
$1.81M 1.57%
72,690
25
$1.77M 1.53%
14,440
-720
1
2 3