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
$71.1M
AUM Growth
+$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.78M
3
+$1.43M
4
NXPI icon
NXP Semiconductors
NXPI
+$1.29M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.28M

Top Sells

1
+$2.14M
2
+$1.45M
3
+$1.32M
4
AMD icon
Advanced Micro Devices
AMD
+$1.11M
5
AAPL icon
Apple
AAPL
+$494K

Sector Composition

1 Technology 18%
2 Energy 7.85%
3 Materials 7.33%
4 Healthcare 7.17%
5 Financials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$240K 0.34%
1,334
52
$230K 0.32%
365,503
-14,442
53
$230K 0.32%
+5,440
54
$229K 0.32%
+50,000
55
$223K 0.31%
20,000
56
$210K 0.29%
473,000
-25,000
57
$195K 0.27%
6,608
-692
58
$130K 0.18%
1,741
-14
59
$57.2K 0.08%
3,750
60
– –
-4,236
61
– –
-11,345
62
– –
-46,730
63
– –
-41,540
64
– –
-10,700
65
– –
-1,313
66
– –
-21,433
1 2
3