GIM

Guild Investment Management Portfolio holdings

AUM $135M
1-Year Est. Return 26.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.33%
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
+$2.72M
2
+$2.41M
3
+$1.99M
4
BKKT icon
Bakkt Inc
BKKT
+$1.76M
5
PARA
Paramount Global Class B
PARA
+$1.75M

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
+$1.31M

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
– –
-6,530
77
– –
-25,758
78
– –
-68,940
79
– –
-6,862
80
– –
-2,202
81
– –
-69,980
82
– –
-63,230
83
– –
-148,900
1 2 3
4