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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
$144M
AUM Growth
+$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$7.62M
3
+$6.75M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.25M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.53M

Top Sells

1
+$5.12M
2
+$4.86M
3
+$4.6M
4
DVY icon
iShares Select Dividend ETF
DVY
+$4.42M
5
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
+$4.41M

Sector Composition

1 Energy 5.63%
2 Industrials 5.13%
3 Communication Services 4.76%
4 Healthcare 2.27%
5 Consumer Discretionary 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-68,600
52
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-70,000
53
– –
-4,688
54
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-80,015
55
– –
-66,580
56
– –
-84,580
57
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-50,000
58
– –
-20,000
59
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-14,320
60
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-10,950
61
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-108,400
62
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-23,850
63
– –
-224,500
64
– –
-123,930
1 2
3