GIM

Guild Investment Management Portfolio holdings

AUM $126M
1-Year Est. Return 28.89%
This Quarter Est. Return
1 Year Est. Return
+28.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60M
AUM Growth
-$84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$5.24M
3
+$3.15M
4
TAN icon
Invesco Solar ETF
TAN
+$2.52M
5
SQM icon
Sociedad Química y Minera de Chile
SQM
+$2.29M

Top Sells

1
+$42.6M
2
+$8.43M
3
+$8.07M
4
SSO icon
ProShares Ultra S&P500
SSO
+$7.39M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.8M

Sector Composition

1 Industrials 6.63%
2 Energy 6.37%
3 Materials 4.89%
4 Technology 4.35%
5 Healthcare 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-7,750
27
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-165,760
28
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-19,890
29
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-20,000
30
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-5,950
31
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-4,430
32
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-52,600
33
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-550,000
34
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-32,040
35
– –
-1,153,440
36
– –
-19,000
37
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-198,770
38
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-79,200
39
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-46,030
40
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-4,000
41
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-55,667
42
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-58,330
43
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-207,696
44
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-19,800
45
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-7,000
46
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-36,340
47
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-3,895
48
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-59,600
49
– –
-5,200
50
– –
-12,100
1
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