GIM
Gold Investment Management Portfolio holdings
AUM
$313M
1-Year Est. Return
30.17%
This Fund
S&P 500
1 Year Est. Return
+30.17%
AUM
$313M
AUM Growth
+$15.6M
(+5.3%)
Holding
205
Top Buys
| 1 | +$1.18M | |
| 2 | +$699K | |
| 3 | +$222K | |
| 4 |
Union Pacific
UNP
|
+$189K |
| 5 |
Toronto Dominion Bank
TD
|
+$132K |
Top Sells
| 1 | +$912K | |
| 2 | +$584K | |
| 3 | +$518K | |
| 4 |
Eli Lilly
LLY
|
+$474K |
| 5 |
B
Barrick Mining
B
|
+$423K |
Sector Composition
| 1 | Financials | 30.27% |
| 2 | Technology | 15.35% |
| 3 | Industrials | 12.64% |
| 4 | Consumer Discretionary | 6.53% |
| 5 | Healthcare | 6.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
State Street SPDR S&P 500 ETF Trust
SPY
$681B
| $4.06M | 1.3% |
5,953
+8
|
|
||
27
Toyota
TM
$289B
| $3.81M | 1.22% |
17,786
+307
|
|
||
28
Nasdaq
NDAQ
$50.2B
| $3.76M | 1.2% |
38,735
+575
|
|
||
29
Goldman Sachs
GS
$248B
| $3.7M | 1.18% |
4,214
-90
|
|
||
30
General Dynamics
GD
$97.5B
| $3.68M | 1.17% |
10,927
+227
|
|
||
31
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.3B
| $3.68M | 1.17% |
50,602
-691
|
|
||
32
Enbridge
ENB
$118B
| $3.66M | 1.17% |
76,490
+1,931
|
|
||
33
BCE
BCE
$24.2B
| $3.55M | 1.13% |
148,876
+4,090
|
|
||
34
Cisco
CSCO
$316B
| $3.32M | 1.06% |
43,078
+273
|
|
||
35
Canadian Natural Resources
CNQ
$94.4B
| $3.28M | 1.05% |
96,896
+1,795
|
|
||
36
Mastercard
MA
$468B
| $3.24M | 1.04% |
5,683
+123
|
|
||
37
Medtronic
MDT
$119B
| $3.21M | 1.03% |
33,455
-348
|
|
||
38
Vanguard Total International Stock ETF
VXUS
$130B
| $3.19M | 1.02% |
42,330
+464
|
|
||
39
Realty Income
O
$60.4B
| $3.12M | 0.99% |
55,272
-1,393
|
|
||
40
Amazon
AMZN
$2.35T
| $3.09M | 0.99% |
13,370
|
|
||
41
Markel Group
MKL
$25.4B
| $2.99M | 0.96% |
1,392
+29
|
|
||
42
Bank of Montreal
BMO
$102B
| $2.97M | 0.95% |
22,899
+244
|
|
||
43
Citigroup
C
$191B
| $2.96M | 0.94% |
25,366
+75
|
|
||
44
Norfolk Southern
NSC
$69.8B
| $2.94M | 0.94% |
10,173
+202
|
|
||
45
Sun Life Financial
SLF
$36.3B
| $2.78M | 0.89% |
44,599
+1,731
|
|
||
46
Brookfield Renewable
BEP
$9.27B
| $2.75M | 0.88% |
101,946
+3,524
|
|
||
47
Brookfield Asset Management
BAM
$76.2B
| $2.63M | 0.84% |
50,156
+1,803
|
|
||
48
Blackrock
BLK
$161B
| $2.62M | 0.84% |
2,444
+38
|
|
||
49
Broadcom
AVGO
$1.58T
| $2.61M | 0.83% |
7,544
|
|
||
|
50
Eli Lilly
LLY
$878B
| $2.57M | 0.82% |
2,391
-496
|
|