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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
– –
-17,450
27
– –
-6,200
28
– –
-8,155
29
– –
-34,560
30
– –
-73,510
31
– –
-14,200
32
– –
-43,030
33
– –
-1,360
34
– –
-1,220
35
– –
-31,940
36
– –
-30,030
37
– –
-2,760
38
– –
-11,230
39
– –
-31,900
40
– –
-16,900
41
– –
-35,880
42
– –
-39,520
43
– –
-47,810
44
– –
-1,725
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