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
$90.9M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.68M
3
+$2.53M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$2.26M
5
CI icon
Cigna
CI
+$1.78M

Top Sells

1
+$2.68M
2
+$1.3M
3
+$1.22M
4
ALB icon
Albemarle
ALB
+$1.06M
5
GP
GreenPower Motor Co
GP
+$822K

Sector Composition

1 Healthcare 15.99%
2 Technology 15.82%
3 Materials 10.89%
4 Communication Services 8.92%
5 Financials 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.76%
26,976
+138
27
$1.56M 1.72%
95,700
+32,900
28
$1.51M 1.66%
12,552
-220
29
$1.5M 1.65%
133,800
-4,370
30
$1.43M 1.58%
10,170
+1,274
31
$1.38M 1.52%
30,240
-390
32
$1.21M 1.33%
12,735
-680
33
$1.18M 1.3%
20,070
-410
34
$1.17M 1.29%
69,300
-1,970
35
$1.14M 1.25%
6,980
36
$1.12M 1.23%
89,606
+2,327
37
$1.06M 1.17%
93,360
-5,100
38
$971K 1.07%
333,670
+109,600
39
$927K 1.02%
+46,860
40
$781K 0.86%
8,910
+5,990
41
$778K 0.86%
+2,480
42
$641K 0.71%
2,570
+240
43
$587K 0.65%
6,700
44
$547K 0.6%
+60,500
45
$379K 0.42%
7,000
46
$336K 0.37%
+313
47
$259K 0.29%
+3,010
48
$161K 0.18%
+28,000
49
$156K 0.17%
+1,100
50
$107K 0.12%
+10,410
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