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
$71.1M
AUM Growth
+$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.78M
3
+$1.43M
4
NXPI icon
NXP Semiconductors
NXPI
+$1.29M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.28M

Top Sells

1
+$2.14M
2
+$1.45M
3
+$1.32M
4
AMD icon
Advanced Micro Devices
AMD
+$1.11M
5
AAPL icon
Apple
AAPL
+$494K

Sector Composition

1 Technology 18%
2 Energy 7.85%
3 Materials 7.33%
4 Healthcare 7.17%
5 Financials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 1.43%
8,506
+460
27
$987K 1.39%
52,530
+420
28
$967K 1.36%
14,491
-480
29
$929K 1.31%
134,969
-7,001
30
$920K 1.29%
+6,420
31
$913K 1.28%
73,355
+250
32
$910K 1.28%
39,770
+1,220
33
$859K 1.21%
33,001
+6,591
34
$828K 1.16%
132,670
-2,420
35
$823K 1.16%
11,509
-965
36
$821K 1.15%
21,280
-1,980
37
$697K 0.98%
205,100
-6,500
38
$647K 0.91%
89,863
+26,234
39
$607K 0.85%
63,600
+700
40
$517K 0.73%
4,448
41
$498K 0.7%
5,740
42
$494K 0.7%
1,450
43
$487K 0.68%
+14,869
44
$384K 0.54%
3,000
45
$370K 0.52%
2,000
46
$347K 0.49%
+25,000
47
$323K 0.45%
+5,000
48
$314K 0.44%
1,010
49
$274K 0.39%
111,550
+7,650
50
$269K 0.38%
36,000
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