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
$77.9M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.96M
3
+$3.66M
4
PARA
Paramount Global Class B
PARA
+$2.66M
5
UTG icon
Reaves Utility Income Fund
UTG
+$2.58M

Top Sells

1
+$4.08M
2
+$2.47M
3
+$2.37M
4
LHX icon
L3Harris
LHX
+$2.3M
5
INTC icon
Intel
INTC
+$2.29M

Sector Composition

1 Technology 15.97%
2 Communication Services 15.82%
3 Financials 12.49%
4 Real Estate 9.7%
5 Materials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-76,300
52
– –
-44,350
53
– –
-11,030
54
– –
-64,550
55
– –
-287,400
56
– –
-43,410
57
– –
-49,110
58
– –
-114,910
59
– –
-30,360
60
– –
-47,760
1 2
3