GIM

Guild Investment Management Portfolio holdings

AUM $115M
1-Year Est. Return 18.8%
This Quarter Est. Return
1 Year Est. Return
+18.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$23.4M
3
+$14.1M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$8.61M
5
C icon
Citigroup
C
+$4.95M

Top Sells

1
+$15M
2
+$11.7M
3
+$6.8M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$5.84M
5
VZ icon
Verizon
VZ
+$5.41M

Sector Composition

1 Financials 7.37%
2 Technology 4.25%
3 Industrials 2.35%
4 Communication Services 1.81%
5 Materials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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-73,220
27
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-4,900
28
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-23,844
29
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-69,630
30
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-398,420
31
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-91,525
32
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-32
33
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-15,046
34
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-65,700
35
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-269,940
36
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-30,760
37
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-3,090
38
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-172,290
39
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-6,048
40
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-21,280
41
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-7,460
42
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-104,020
43
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-60,660
44
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-106,240
45
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-176,510
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