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
1
$22.9M 19.5%
118,142
-13,699
2
$5.51M 4.69%
16,185
-7,930
3
$4.73M 4.03%
111,910
+84,870
4
$4.22M 3.59%
25,485
-3,249
5
$3.55M 3.02%
106,109
-5,800
6
$3.54M 3.02%
15,964
-1,183
7
$3.46M 2.94%
21,962
-1,268
8
$3.35M 2.85%
63,945
+26,358
9
$3.27M 2.78%
22,468
+5,614
10
$3.07M 2.61%
22,794
-6,723
11
$2.92M 2.48%
5,420
-966
12
$2.87M 2.44%
10,065
-700
13
$2.78M 2.37%
18,335
-4,589
14
$2.71M 2.3%
65,112
-6,860
15
$2.66M 2.26%
10,636
-3,850
16
$2.47M 2.1%
85,979
-69,050
17
$2.44M 2.08%
7,163
-4,938
18
$2.29M 1.95%
35,668
-9,278
19
$2.23M 1.9%
60,905
-20,606
20
$2.12M 1.81%
18,400
-5,300
21
$1.93M 1.64%
10,430
-6,850
22
$1.83M 1.56%
8,677
-4,291
23
$1.67M 1.42%
20,009
+657
24
$1.6M 1.36%
14,893
-34,521
25
$1.57M 1.34%
46,150
+22,920
1
2 3