GIM

Guild Investment Management Portfolio holdings

AUM $126M
1-Year Est. Return 28.89%
This Quarter Est. Return
1 Year Est. Return
+28.89%
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
+$4.18M
2
+$4.1M
3
+$3.1M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.66M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.97M

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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-24,500
27
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-22,980
28
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-39,600
29
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-17,450
30
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-6,200
31
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-8,155
32
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-34,560
33
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-73,510
34
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-14,200
35
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-43,030
36
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-1,360
37
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-1,220
38
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-15,970
39
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-30,030
40
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-2,760
41
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-11,230
42
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-31,900
43
– –
-16,900
44
– –
-35,880
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