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
$67.7M
AUM Growth
-$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.25M
3
+$1.86M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.76M
5
INTC icon
Intel
INTC
+$1.45M

Top Sells

1
+$7.09M
2
+$4.45M
3
+$3M
4
SCCO icon
Southern Copper
SCCO
+$2.17M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.89M

Sector Composition

1 Technology 17.39%
2 Communication Services 13.46%
3 Financials 11.86%
4 Real Estate 6.17%
5 Energy 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 1.7%
8,600
-3,080
27
$971K 1.43%
+83,620
28
$817K 1.21%
+24,060
29
$767K 1.13%
+3,750
30
$740K 1.09%
+17,230
31
$713K 1.05%
+4,210
32
$700K 1.03%
4,035
-235
33
$444K 0.66%
9,950
+1,940
34
$393K 0.58%
+66,490
35
$275K 0.41%
7,500
36
$265K 0.39%
+2,750
37
$222K 0.33%
+48,524
38
$47K 0.07%
1,123
-6,407
39
$35K 0.05%
2,000
40
– –
-68,423
41
– –
-4,710
42
– –
-9,200
43
– –
-49,440
44
– –
-21,620
45
– –
-41,000
46
– –
-2,655
47
– –
-74,581
48
– –
-57,929
49
– –
-12,100
50
– –
-41,100
1
2
3