GIM

Guild Investment Management Portfolio holdings

AUM $140M
1-Year Est. Return 28.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.67%
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
+$6.11M
2
+$5.2M
3
+$3.14M
4
TAN icon
Invesco Solar ETF
TAN
+$2.45M
5
SQM icon
Sociedad Química y Minera de Chile
SQM
+$2.03M

Top Sells

1
+$41.8M
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
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-242,000
27
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-63,500
28
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29
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30
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31
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32
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-7,000
33
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-52,600
34
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-550,000
35
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-32,040
36
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-46,030
37
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-4,000
38
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-55,667
39
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-112,400
40
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-198,770
41
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-10,100
42
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-38,556
43
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-19,800
44
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-207,696
45
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-67,600
46
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-58,330
47
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-93,990
48
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-7,750
49
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-165,760
50
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-19,890
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