GIM
Guild Investment Management Portfolio holdings
AUM
$115M
1-Year Return
18.8%
This Quarter Return
-0.67%
1 Year Return
+18.8%
3 Year Return
+89.05%
5 Year Return
+101.49%
10 Year Return
+377.8%
AUM
$100M
AUM Growth
+$46.3M
(+86%)
Cap. Flow
+$44.9M
Cap. Flow
% of AUM
44.82%
Top 10 Holdings %
Top 10 Hldgs %
69.24%
Holding
41
New
20
Increased
1
Reduced
9
Closed
11
Top Buys
| 1 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$15M |
| 2 |
ProShares UltraShort QQQ
QID
|
$11.7M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$6.81M |
| 4 |
WisdomTree India Earnings Fund ETF
EPI
|
$5.84M |
| 5 |
Verizon
VZ
|
$5.41M |
Top Sells
| 1 |
Vermilion Energy
VET
|
$5.2M |
| 2 |
Kayne Anderson Energy Infrastructure Fund
KYN
|
$4.9M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
$4.71M |
| 4 |
iShares MSCI India ETF
INDA
|
$4.21M |
| 5 |
Annaly Capital Management
NLY
|
$4.11M |
Sector Composition
| 1 | Communication Services | 7.6% |
| 2 | Energy | 7.45% |
| 3 | Healthcare | 3.75% |
| 4 | Real Estate | 3.16% |
| 5 | Utilities | 2.97% |
