GIM

Guild Investment Management Portfolio holdings

AUM $115M
1-Year Est. Return 18.8%
This Quarter Est. Return
1 Year Est. Return
+18.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.9M
AUM Growth
+$941K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$4.22M
3
+$2.21M
4
AM icon
Antero Midstream
AM
+$1.88M
5
AVSC icon
Avantis US Small Cap Equity ETF
AVSC
+$1.02M

Top Sells

1
+$5M
2
+$2.77M
3
+$2.54M
4
MU icon
Micron Technology
MU
+$2.49M
5
FSLR icon
First Solar
FSLR
+$1.47M

Sector Composition

1 Technology 26.3%
2 Healthcare 6.05%
3 Communication Services 5.13%
4 Energy 2.05%
5 Financials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 1.11%
+18,840
27
$992K 1.08%
45,330
-80
28
$943K 1.03%
11,186
-29,529
29
$753K 0.82%
+43,680
30
$703K 0.76%
1,550
31
$564K 0.61%
+13,459
32
$451K 0.49%
1,160
33
$341K 0.37%
3,400
-100
34
$296K 0.32%
+6,000
35
$276K 0.3%
1,221
36
$237K 0.26%
23,850
-12,000
37
$200K 0.22%
+350
38
$101K 0.11%
+10,500
39
– –
-762
40
– –
-12,400
41
– –
-65,050
42
– –
-5,880
43
– –
-76,000
44
– –
-45,125
45
– –
-1,950
46
– –
-60,190
47
– –
-4,319
48
– –
-1,900
49
– –
-10,000
50
– –
-70,500
1
2
3