GIM

Guild Investment Management Portfolio holdings

AUM $135M
1-Year Est. Return 26.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.9M
AUM Growth
+$941K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$4.72M
2 +$4.36M
3 +$2.3M
4
AM icon
Antero Midstream
AM
+$1.9M
5
AVSC icon
Avantis US Small Cap Equity ETF
AVSC
+$1.05M

Top Sells

1 +$4.46M
2 +$3M
3 +$2.77M
4
DVN icon
Devon Energy
DVN
+$2.54M
5
FSLR icon
First Solar
FSLR
+$1.47M

Sector Composition

1 Technology 26.3%
2 Healthcare 6.05%
3 Communication Services 5.13%
4 Energy 2.05%
5 Financials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,540