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
$87.5M
AUM Growth
+$9.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.66M
3
+$2.11M
4
MRVL icon
Marvell Technology
MRVL
+$1.85M
5
ORCL icon
Oracle
ORCL
+$1.28M

Top Sells

1
+$3.28M
2
+$2.45M
3
+$2.01M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$1.83M
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$1.82M

Sector Composition

1 Technology 27.87%
2 Healthcare 8.45%
3 Communication Services 5.32%
4 Financials 2.64%
5 Utilities 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.14M 9.3%
65,880
-3,710
2
$6.99M 7.99%
386,895
+6,020
3
$5.38M 6.15%
58,595
+4,225
4
$4.82M 5.51%
+53,440
5
$4.25M 4.86%
83,748
+16,008
6
$3.6M 4.11%
74,828
-891
7
$3.49M 3.99%
24,450
-26
8
$3.45M 3.94%
16,358
-170
9
$3.2M 3.66%
3,537
-677
10
$3.02M 3.45%
134,330
+118,330
11
$2.88M 3.29%
15,681
-459
12
$2.81M 3.21%
14,114
-1,287
13
$2.71M 3.1%
6,067
-62
14
$2.69M 3.07%
18,470
+4,850
15
$2.36M 2.69%
8,726
+3,426
16
$2.27M 2.59%
102,957
+5,000
17
$2.21M 2.53%
45,600
+11,370
18
$2.17M 2.48%
64,063
-16,449
19
$2.11M 2.41%
+43,390
20
$1.85M 2.12%
+26,529
21
$1.7M 1.94%
9,317
+771
22
$1.28M 1.47%
+9,100
23
$1.14M 1.3%
21,662
+7,592
24
$976K 1.11%
6,540
+50
25
$946K 1.08%
45,410
+380
1
2 3