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
$87.5M
AUM Growth
+$9.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.66M
3
+$2.11M
4
MRVL icon
Marvell Technology
MRVL
+$1.85M
5
ORCL icon
Oracle
ORCL
+$1.28M

Top Sells

1
+$3.28M
2
+$2.45M
3
+$2.01M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$1.83M
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$1.82M

Sector Composition

1 Technology 27.87%
2 Healthcare 8.45%
3 Communication Services 5.32%
4 Financials 2.64%
5 Utilities 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$911K 1.04%
+2,728
27
$899K 1.03%
5,600
-140
28
$739K 0.84%
10,438
-410
29
$737K 0.84%
60,190
+4,875
30
$638K 0.73%
4,849
+2,981
31
$631K 0.72%
1,550
+67
32
$628K 0.72%
+45,125
33
$598K 0.68%
+30,000
34
$540K 0.62%
+38,450
35
$488K 0.56%
+4,850
36
$462K 0.53%
17,640
+3,300
37
$406K 0.46%
35,890
-52,770
38
$399K 0.46%
1,160
+93
39
$390K 0.45%
+2,016
40
$358K 0.41%
+30,000
41
$313K 0.36%
1,900
-100
42
$261K 0.3%
1,221
+130
43
$255K 0.29%
475
44
$243K 0.28%
1,950
-117
45
$238K 0.27%
762
46
$221K 0.25%
73,596
-117,404
47
$212K 0.24%
1,400
-1,400
48
$203K 0.23%
+198
49
$154K 0.18%
15,500
50
$78.5K 0.09%
+5,000
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