GIM

Guild Investment Management Portfolio holdings

AUM $140M
1-Year Est. Return 28.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$2.56M
3
+$2.33M
4
ETOR
eToro Group
ETOR
+$1.64M
5
DEFT
Defi Technologies
DEFT
+$1.17M

Top Sells

1
+$4.73M
2
+$3.18M
3
+$2.55M
4
LLY icon
Eli Lilly
LLY
+$2.46M
5
BLDR icon
Builders FirstSource
BLDR
+$2.32M

Sector Composition

1 Technology 24.07%
2 Communication Services 5.89%
3 Financials 3.13%
4 Industrials 2%
5 Energy 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.98%
38,555
+3,600
27
$1.14M 0.91%
22,572
+8,280
28
$1.11M 0.88%
13,245
-1,210
29
$1.08M 0.86%
+62,820
30
$951K 0.75%
+450,550
31
$793K 0.63%
44,630
+3,450
32
$765K 0.61%
1,522
-24
33
$654K 0.52%
+50,000
34
$630K 0.5%
+1,049
35
$551K 0.44%
23,850
36
$470K 0.37%
1,160
37
$393K 0.31%
3,900
38
$390K 0.31%
8,000
+2,000
39
$306K 0.24%
+5,700
40
$287K 0.23%
+4,000
41
$285K 0.23%
+5,440
42
$277K 0.22%
1,396
+106
43
$254K 0.2%
+1,050
44
$222K 0.18%
+1,122
45
$215K 0.17%
762
46
$204K 0.16%
+4,000
47
$203K 0.16%
+340
48
$179K 0.14%
+17,400
49
$165K 0.13%
10,500
50
$41.7K 0.03%
66,900
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