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
$98.8M
AUM Growth
-$5.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.9M
3
+$1.24M
4
AAC
Ares Acquisition Corporation
AAC
+$925K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$919K

Top Sells

1
+$4.72M
2
+$4.15M
3
+$1.58M
4
META icon
Meta Platforms (Facebook)
META
+$1.54M
5
HMC icon
Honda
HMC
+$1.36M

Sector Composition

1 Technology 18.13%
2 Healthcare 14.42%
3 Materials 10.06%
4 Financials 9.73%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$425K 0.43%
1,023
52
$417K 0.42%
2,691
+750
53
$413K 0.42%
1,380
54
$333K 0.34%
5,000
55
$329K 0.33%
21,000
56
$328K 0.33%
962
-1
57
$304K 0.31%
1,313
58
$288K 0.29%
508
59
$282K 0.29%
562
60
$258K 0.26%
+2,000
61
$253K 0.26%
1,345
62
$249K 0.25%
4,248
63
$241K 0.24%
+955
64
$240K 0.24%
3,132
65
$234K 0.24%
1,164
66
$224K 0.23%
+1,000
67
$222K 0.22%
+4,236
68
$205K 0.21%
610
-4,592
69
$202K 0.2%
+390
70
$194K 0.2%
20,000
71
$189K 0.19%
+13,940
72
$188K 0.19%
1,067
-26,805
73
$178K 0.18%
+42,370
74
$158K 0.16%
400,000
+50,000
75
$77K 0.08%
+4,333
1 2
3
4