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
$97.8M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.29M
3
+$2.25M
4
EIDO icon
iShares MSCI Indonesia ETF
EIDO
+$1.98M
5
META icon
Meta Platforms (Facebook)
META
+$1.84M

Top Sells

1
+$5.05M
2
+$4.57M
3
+$2.23M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.9M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.39M

Sector Composition

1 Technology 18.5%
2 Financials 12.73%
3 Materials 11.41%
4 Communication Services 7.3%
5 Real Estate 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$66K 0.07%
4,767
+434
77
$6K 0.01%
15,040
-360
78
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-3,339
79
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-19,330
80
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-42,256
81
– –
-1,067
82
– –
-75,620
83
– –
-2,000
84
– –
-13,545
85
– –
-10,000
86
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-20,000
87
– –
-37,322
88
– –
-60,295
89
– –
-44,340
90
– –
-390
1 2 3
4