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
$98.8M
AUM Growth
-$5.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.9M
3
+$1.24M
4
AAC
Ares Acquisition Corporation
AAC
+$925K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$919K

Top Sells

1
+$4.72M
2
+$4.15M
3
+$1.58M
4
META icon
Meta Platforms (Facebook)
META
+$1.54M
5
HMC icon
Honda
HMC
+$1.36M

Sector Composition

1 Technology 18.13%
2 Healthcare 14.42%
3 Materials 10.06%
4 Financials 9.73%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$46K 0.05%
18,000
77
$30K 0.03%
3,339
78
$17K 0.02%
10,000
-7,500
79
$14K 0.01%
+15,400
80
– –
-116,760
81
– –
-30,000
82
– –
-5,000
83
– –
-15,000
84
– –
-16,330
85
– –
-225,990
86
– –
-2,500
87
– –
-77,000
1 2 3
4