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
$91.9M
AUM Growth
+$941K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$4.22M
3
+$2.21M
4
AM icon
Antero Midstream
AM
+$1.88M
5
AVSC icon
Avantis US Small Cap Equity ETF
AVSC
+$1.02M

Top Sells

1
+$5M
2
+$2.77M
3
+$2.54M
4
MU icon
Micron Technology
MU
+$2.49M
5
FSLR icon
First Solar
FSLR
+$1.47M

Sector Composition

1 Technology 26.3%
2 Healthcare 6.05%
3 Communication Services 5.13%
4 Energy 2.05%
5 Financials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.25M 8.99%
61,465
-6,070
2
$7.7M 8.38%
382,170
-4,435
3
$7.62M 8.3%
83,353
+8,119
4
$5M 5.45%
67,595
-67,595
5
$4.72M 5.14%
+47,050
6
$4.27M 4.65%
17,054
-244
7
$4.22M 4.6%
+31,900
8
$3.86M 4.2%
78,412
-3,308
9
$3.58M 3.9%
141,530
-2,500
10
$3.23M 3.52%
28,060
11
$3.07M 3.34%
16,133
-100
12
$2.83M 3.09%
32,953
+7,191
13
$2.72M 2.96%
3,527
+78
14
$2.58M 2.8%
52,130
+4,780
15
$2.54M 2.77%
6,030
16
$2.47M 2.68%
30,216
-1,901
17
$2.21M 2.4%
+80,830
18
$2.2M 2.39%
92,407
-10,550
19
$2.18M 2.38%
14,214
20
$1.88M 2.05%
+124,800
21
$1.83M 1.99%
53,867
-15,316
22
$1.64M 1.79%
8,670
-30
23
$1.64M 1.78%
33,860
+900
24
$1.43M 1.56%
8,606
25
$1.3M 1.41%
5,600
1
2 3