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
$29M
AUM Growth
-$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.93M
3
+$3.14M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.99M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.83M

Top Sells

1
+$17.9M
2
+$6.44M
3
+$5.2M
4
HD icon
Home Depot
HD
+$4.76M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$4.48M

Sector Composition

1 Technology 15.92%
2 Financials 11.81%
3 Communication Services 8.93%
4 Consumer Discretionary 1.8%
5 Materials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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-8,155
27
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-34,560
28
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-73,510
29
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-14,200
30
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-43,030
31
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-1,360
32
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-1,220
33
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-31,940
34
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-30,030
35
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-2,760
36
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-11,230
37
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-31,900
38
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-16,900
39
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-35,880
40
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-9,230
41
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-57,100
42
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-36,500
43
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-24,500
44
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-22,980
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