GIM

Guild Investment Management Portfolio holdings

AUM $135M
1-Year Est. Return 26.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$12.7M
3
+$11.8M
4
VUG icon
Vanguard Growth ETF
VUG
+$6.9M
5
GXC icon
State Street SPDR S&P China ETF
GXC
+$5.88M

Top Sells

1
+$8.15M
2
+$6.14M
3
+$5.48M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.53M
5
KMI icon
Kinder Morgan
KMI
+$4.25M

Sector Composition

1 Consumer Discretionary 12.74%
2 Technology 6.8%
3 Real Estate 6.69%
4 Financials 3.54%
5 Industrials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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40
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