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
$103M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.64M
3
+$2.06M
4
PARA
Paramount Global Class B
PARA
+$1.93M
5
BKKT icon
Bakkt Holdings
BKKT
+$1.6M

Top Sells

1
+$2.42M
2
+$2.34M
3
+$1.49M
4
PANW icon
Palo Alto Networks
PANW
+$1.38M
5
CVS icon
CVS Health
CVS
+$1.33M

Sector Composition

1 Technology 17.78%
2 Healthcare 9.52%
3 Communication Services 9%
4 Financials 8.9%
5 Materials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-69,980
77
– –
-20,000
78
– –
-28,000
79
– –
-1,746
80
– –
-7,800
81
– –
-15,000
82
– –
-63,230
83
– –
-148,900
1 2 3
4