GIM

Guild Investment Management Portfolio holdings

AUM $115M
1-Year Est. Return 18.8%
This Quarter Est. Return
1 Year Est. Return
+18.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66.2M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.98M
3
+$1.57M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.46M
5
RJA
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return
RJA
+$1.25M

Top Sells

1
+$3.29M
2
+$3.05M
3
+$2.97M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$2.9M
5
AAPL icon
Apple
AAPL
+$2.26M

Sector Composition

1 Technology 18.7%
2 Financials 11.45%
3 Materials 9.64%
4 Communication Services 7.42%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-64,910
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