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
$67.7M
AUM Growth
-$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.28M
3
+$1.89M
4
BX icon
Blackstone
BX
+$1.67M
5
VET icon
Vermilion Energy
VET
+$1.5M

Top Sells

1
+$7.03M
2
+$4.13M
3
+$3M
4
SCCO icon
Southern Copper
SCCO
+$2.17M
5
BAC icon
Bank of America
BAC
+$1.89M

Sector Composition

1 Technology 17.39%
2 Communication Services 13.46%
3 Financials 11.86%
4 Real Estate 6.17%
5 Energy 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-68,423
1 2
3