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
$72.7M
AUM Growth
+$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.72M
3
+$1.43M
4
SILV
SilverCrest Metals Inc. Common Shares
SILV
+$1.17M
5
SO icon
Southern Company
SO
+$1.17M

Top Sells

1
+$1.94M
2
+$1.48M
3
+$1.47M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.39M
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$895K

Sector Composition

1 Technology 18.24%
2 Communication Services 10.43%
3 Healthcare 9.17%
4 Materials 7.92%
5 Real Estate 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 1.51%
26,838
+1,662
27
$1.05M 1.45%
19,170
-1,830
28
$1.01M 1.39%
13,415
+215
29
$994K 1.37%
71,270
-39,260
30
$991K 1.36%
8,896
-50
31
$978K 1.35%
87,279
+10,551
32
$941K 1.3%
98,460
-1,940
33
$867K 1.19%
+62,800
34
$822K 1.13%
+6,325
35
$770K 1.06%
+92,000
36
$764K 1.05%
224,070
+3,470
37
$560K 0.77%
+13,800
38
$497K 0.68%
2,330
-30
39
$491K 0.68%
6,700
40
$392K 0.54%
+4,740
41
$350K 0.48%
7,000
42
$260K 0.36%
+2,083
43
$222K 0.31%
2,920
-10
44
$196K 0.27%
28,725
45
$73K 0.1%
+27,500
46
$70K 0.1%
+4,300
47
$42K 0.06%
4,000
48
$21K 0.03%
+30,000
49
$20K 0.03%
+50,000
50
– –
-28,840
1
2
3