GIM

Guild Investment Management Portfolio holdings

AUM $115M
1-Year Est. Return 18.8%
This Quarter Est. Return
1 Year Est. Return
+18.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.9M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.33M
3
+$2.77M
4
DVN icon
Devon Energy
DVN
+$2.54M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.69M

Top Sells

1
+$4.82M
2
+$2.69M
3
+$1.85M
4
NXPI icon
NXP Semiconductors
NXPI
+$1.06M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$911K

Sector Composition

1 Technology 32.75%
2 Healthcare 7.25%
3 Communication Services 4.57%
4 Energy 2.8%
5 Financials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10,438
52
– –
-38,450
53
– –
-15,500
54
– –
-73,596
55
– –
-17,640
56
– –
-2,728
57
– –
-18,470
1 2
3