GIM

Guild Investment Management Portfolio holdings

AUM $126M
1-Year Est. Return 28.89%
This Quarter Est. Return
1 Year Est. Return
+28.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.5M
AUM Growth
+$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.47M
3
+$2.3M
4
NMFC icon
New Mountain Finance
NMFC
+$2.21M
5
CG icon
Carlyle Group
CG
+$1.95M

Top Sells

1
+$4.26M
2
+$2.58M
3
+$2.11M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$2.06M
5
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$1.93M

Sector Composition

1 Technology 20.28%
2 Communication Services 15.97%
3 Financials 15.64%
4 Real Estate 7.07%
5 Materials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,750
52
– –
-4,035
53
– –
-100,240
54
– –
-27,530
1 2
3