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
$93.4M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.09M
3
+$2.78M
4
PETS icon
PetMed Express
PETS
+$2.42M
5
CGNT icon
Cognyte Software
CGNT
+$2.31M

Top Sells

1
+$3.65M
2
+$2.68M
3
+$2.53M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$2.26M
5
UTG icon
Reaves Utility Income Fund
UTG
+$2.12M

Sector Composition

1 Healthcare 17.05%
2 Technology 15.21%
3 Financials 8.96%
4 Communication Services 7.15%
5 Materials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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90
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4