GIM

Guild Investment Management Portfolio holdings

AUM $140M
1-Year Est. Return 28.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$2.56M
3
+$2.33M
4
ETOR
eToro Group
ETOR
+$1.64M
5
DEFT
Defi Technologies
DEFT
+$1.17M

Top Sells

1
+$4.73M
2
+$3.18M
3
+$2.55M
4
LLY icon
Eli Lilly
LLY
+$2.46M
5
BLDR icon
Builders FirstSource
BLDR
+$2.32M

Sector Composition

1 Technology 24.07%
2 Communication Services 5.89%
3 Financials 3.13%
4 Industrials 2%
5 Energy 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 8.56%
364,175
+720
2
$10.5M 8.33%
104,455
+25,495
3
$10M 7.98%
109,533
+25,486
4
$9.16M 7.27%
49,113
-228
5
$6.18M 4.9%
43,580
+281
6
$6.01M 4.77%
66,935
-365
7
$5.33M 4.23%
143,290
+870
8
$5.22M 4.14%
+65,550
9
$4.68M 3.71%
104,777
+2,108
10
$4.63M 3.68%
60,603
+4,184
11
$4.36M 3.46%
159,665
+16,555
12
$3.9M 3.1%
16,018
-20
13
$3.67M 2.92%
14,425
14
$3.12M 2.48%
6,023
15
$2.99M 2.37%
17,947
+683
16
$2.7M 2.15%
53,395
+20,075
17
$2.63M 2.09%
26,386
-2,561
18
$2.5M 1.99%
51,660
+1,250
19
$2.39M 1.89%
122,740
-250
20
$2.24M 1.78%
13,380
21
$2.23M 1.77%
7,945
-5,733
22
$2.22M 1.76%
53,855
+31,805
23
$2.06M 1.63%
8,466
24
$1.85M 1.47%
5,600
25
$1.76M 1.4%
23,340
+1,000
1
2 3