GIM
Guild Investment Management Portfolio holdings
AUM
$115M
This Quarter Return
+5.55%
1 Year Return
+18.8%
3 Year Return
+89.05%
5 Year Return
+101.49%
10 Year Return
+377.8%
AUM
$65.2M
AUM Growth
+$65.2M
(+109%)
Cap. Flow
+$33.4M
Cap. Flow
% of AUM
51.26%
Top 10 Holdings %
Top 10 Hldgs %
78.11%
Holding
26
New
13
Increased
2
Reduced
5
Closed
6
Top Buys
| 1 |
Alerian MLP ETF
AMLP
|
$6.48M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$6.08M |
| 3 |
abrdn Physical Gold Shares ETF
SGOL
|
$5.92M |
| 4 |
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
|
$5.44M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
$5.3M |
Top Sells
| 1 |
ProShares UltraShort QQQ
QID
|
$4.89M |
| 2 |
Cisco
CSCO
|
$4.72M |
| 3 |
Meta Platforms (Facebook)
META
|
$2.81M |
| 4 |
FCB
FCB Financial Holdings, Inc.
FCB
|
$2.17M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$1.57M |
Sector Composition
| 1 | Energy | 21.06% |
| 2 | Technology | 10.06% |
| 3 | Communication Services | 3.21% |
| 4 | Financials | 1.02% |
| 5 | Consumer Discretionary | 0% |
