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
$93.4M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.09M
3
+$2.78M
4
PETS icon
PetMed Express
PETS
+$2.42M
5
CGNT icon
Cognyte Software
CGNT
+$2.31M

Top Sells

1
+$3.65M
2
+$2.68M
3
+$2.53M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$2.26M
5
UTG icon
Reaves Utility Income Fund
UTG
+$2.12M

Sector Composition

1 Healthcare 17.05%
2 Technology 15.21%
3 Financials 8.96%
4 Communication Services 7.15%
5 Materials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 1.33%
63,230
-420
27
$1.21M 1.29%
9,466
-3,086
28
$1.16M 1.24%
64,130
-35,420
29
$1.11M 1.19%
+81,694
30
$1.07M 1.14%
63,410
+16,550
31
$1.06M 1.13%
7,800
-2,370
32
$1.03M 1.11%
25,915
-4,325
33
$1M 1.07%
9,720
+3,020
34
$961K 1.03%
77,520
-15,840
35
$940K 1.01%
116,310
-17,490
36
$939K 1.01%
69,980
-19,626
37
$918K 0.98%
15,780
-4,290
38
$871K 0.93%
329,795
-3,875
39
$770K 0.82%
+77,000
40
$717K 0.77%
9,500
+590
41
$672K 0.72%
+30,050
42
$599K 0.64%
+7,990
43
$596K 0.64%
2,415
-155
44
$548K 0.59%
+48,900
45
$500K 0.54%
53,800
-6,700
46
$426K 0.46%
+45,000
47
$424K 0.45%
+28,000
48
$422K 0.45%
+2,775
49
$355K 0.38%
+1,923
50
$353K 0.38%
+1,380
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