GIM
Guild Investment Management Portfolio holdings
AUM
$135M
1-Year Est. Return
26.27%
This Fund
S&P 500
1 Year Est. Return
+26.27%
AUM
$126M
AUM Growth
+$10.9M
(+9.4%)
Holding
57
Top Buys
| 1 | +$5.22M | |
| 2 | +$2.56M | |
| 3 | +$2.34M | |
| 4 |
ETOR
eToro Group
ETOR
|
+$1.31M |
| 5 |
USAR
USA Rare Earth Inc
USAR
|
+$1.08M |
Top Sells
| 1 | +$4.73M | |
| 2 | +$3.18M | |
| 3 | +$2.55M | |
| 4 |
Eli Lilly
LLY
|
+$2.46M |
| 5 |
Builders FirstSource
BLDR
|
+$2.32M |
Sector Composition
| 1 | Technology | 24.07% |
| 2 | Communication Services | 5.89% |
| 3 | Financials | 3.13% |
| 4 | Industrials | 2% |
| 5 | Energy | 1.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
State Street SPDR S&P 500 ETF Trust
SPY
$712B
| – | – |
-1,368
|
|
||
52
FT Vest US Small Cap Moderate Buffer ETF November
SNOV
$112M
| – | – |
-33,040
|
|
||
53
Innovator US Equity Power Buffer ETF February
PFEB
$723M
| – | – |
-124,345
|
|
||
54
Novo Nordisk
NVO
$268B
| – | – |
-36,995
|
|
||
55
Merck
MRK
$265B
| – | – |
-39,760
|
|
||
|
56
Eli Lilly
LLY
$916B
| – | – |
-3,151
|
|
||
|
57
Builders FirstSource
BLDR
$12.9B
| – | – |
-19,891
|
|