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
$63M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.87M
3
+$1.83M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.81M
5
FJP icon
First Trust Japan AlphaDEX Fund
FJP
+$1.51M

Top Sells

1
+$1.84M
2
+$1.51M
3
+$1.15M
4
PHYS icon
Sprott Physical Gold
PHYS
+$1.12M
5
UUUU icon
Energy Fuels
UUUU
+$1.12M

Sector Composition

1 Technology 22.18%
2 Healthcare 8.75%
3 Communication Services 5.82%
4 Energy 5.23%
5 Financials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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3