GIM

Guild Investment Management Portfolio holdings

AUM $135M
1-Year Est. Return 26.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60M
AUM Growth
-$84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.2M
3
+$3.14M
4
TAN icon
Invesco Solar ETF
TAN
+$2.45M
5
SQM icon
Sociedad Química y Minera de Chile
SQM
+$2.03M

Top Sells

1
+$41.8M
2
+$8.43M
3
+$8.07M
4
SSO icon
ProShares Ultra S&P500
SSO
+$7.39M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.8M

Sector Composition

1 Industrials 6.63%
2 Energy 6.37%
3 Materials 4.89%
4 Technology 4.35%
5 Healthcare 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-63,500
52
– –
-242,000
53
– –
-19,000
54
– –
-1,153,440
1 2
3