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
$72.7M
AUM Growth
+$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.78M
3
+$1.48M
4
SILV
SilverCrest Metals Inc. Common Shares
SILV
+$1.31M
5
SO icon
Southern Company
SO
+$1.15M

Top Sells

1
+$1.94M
2
+$1.48M
3
+$1.47M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.45M
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$895K

Sector Composition

1 Technology 18.24%
2 Communication Services 10.43%
3 Healthcare 9.17%
4 Materials 7.92%
5 Real Estate 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,120
52
– –
-10,000
53
– –
-1,075
54
– –
-84,730
55
– –
-11,415
56
– –
-11,470
57
– –
-50,000
58
– –
-84,350
59
– –
-28,840
1 2
3