GIM

Gold Investment Management Portfolio holdings

AUM $323M
1-Year Est. Return 38.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$598K
3
+$261K
4
BCE icon
BCE
BCE
+$220K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$174K

Top Sells

1
+$2.14M
2
+$1.6M
3
+$459K
4
SLV icon
iShares Silver Trust
SLV
+$150K
5
SOLS
Solstice Advanced Materials
SOLS
+$53.6K

Sector Composition

1 Financials 27.94%
2 Technology 15.57%
3 Industrials 13.38%
4 Energy 7.81%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
1
TSMC
TSM
$2.15T
$13.7M 4.25%
40,628
+73
TD icon
2
Toronto Dominion Bank
TD
$187B
$11.1M 3.44%
119,227
+1,112
AMAT icon
3
Applied Materials
AMAT
$360B
$10.6M 3.29%
31,043
+105
SU icon
4
Suncor Energy
SU
$73.5B
$9.91M 3.07%
150,037
+1,958
BNS icon
5
Scotiabank
BNS
$98.8B
$9.6M 2.97%
138,546
+1,521
TSLA icon
6
Tesla
TSLA
$1.47T
$7.8M 2.41%
20,972
-5,203
RY icon
7
Royal Bank of Canada
RY
$270B
$7.67M 2.37%
47,471
+371
MSFT icon
8
Microsoft
MSFT
$3.1T
$7.44M 2.3%
20,095
+389
MFC icon
9
Manulife Financial
MFC
$64.6B
$7.07M 2.19%
205,413
+3,621
CP icon
10
Canadian Pacific Kansas City
CP
$79.8B
$6.99M 2.16%
88,886
+1,916
BIP icon
11
Brookfield Infrastructure Partners
BIP
$17.8B
$6.38M 1.98%
177,025
+4,302
BN icon
12
Brookfield
BN
$99.6B
$6.16M 1.91%
152,203
+1,802
LMT icon
13
Lockheed Martin
LMT
$121B
$5.99M 1.86%
9,915
+138
JPM icon
14
JPMorgan Chase
JPM
$837B
$5.88M 1.82%
19,999
+248
CNI icon
15
Canadian National Railway
CNI
$73B
$5.76M 1.79%
56,064
+1,530
CM icon
16
Canadian Imperial Bank of Commerce
CM
$99.6B
$5.53M 1.71%
58,398
+403
UNP icon
17
Union Pacific
UNP
$162B
$5.29M 1.64%
21,786
+124
CSX icon
18
CSX Corp
CSX
$87.3B
$5.17M 1.6%
125,996
+1,405
WMT icon
19
Walmart Inc
WMT
$946B
$5.06M 1.57%
40,723
+427
IEFA icon
20
iShares Core MSCI EAFE ETF
IEFA
$182B
$5.03M 1.56%
55,535
+6,403
GRP.U
21
DELISTED
Granite Real Estate Investment Trust
GRP.U
$4.9M 1.52%
83,400
+273
JNJ icon
22
Johnson & Johnson
JNJ
$560B
$4.86M 1.5%
19,864
+248
CNQ icon
23
Canadian Natural Resources
CNQ
$95.3B
$4.77M 1.48%
97,860
+964
FTS icon
24
Fortis
FTS
$28.5B
$4.54M 1.41%
81,445
+1,543
BAC icon
25
Bank of America
BAC
$382B
$4.33M 1.34%
88,857
+168
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