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
VEA icon
26
Vanguard FTSE Developed Markets ETF
VEA
$222B
$4.26M 1.32%
66,513
ENB icon
27
Enbridge
ENB
$123B
$4.22M 1.31%
77,853
+1,363
EMXC icon
28
iShares MSCI Emerging Markets ex China ETF
EMXC
$23B
$4.15M 1.29%
52,761
+2,159
BCE icon
29
BCE
BCE
$22.8B
$3.97M 1.23%
157,557
+8,681
SPY icon
30
State Street SPDR S&P 500 ETF Trust
SPY
$763B
$3.88M 1.2%
5,959
+6
GD icon
31
General Dynamics
GD
$93.7B
$3.79M 1.18%
11,057
+130
IMO icon
32
Imperial Oil
IMO
$58.9B
$3.74M 1.16%
28,551
+143
TM icon
33
Toyota
TM
$231B
$3.71M 1.15%
17,997
+211
GS icon
34
Goldman Sachs
GS
$306B
$3.62M 1.12%
4,276
+62
O icon
35
Realty Income
O
$56.7B
$3.44M 1.07%
56,215
+943
BEP icon
36
Brookfield Renewable
BEP
$11.1B
$3.41M 1.06%
104,790
+2,844
CSCO icon
37
Cisco
CSCO
$479B
$3.36M 1.04%
43,352
+274
NDAQ icon
38
Nasdaq
NDAQ
$49.4B
$3.35M 1.04%
39,504
+769
VXUS icon
39
Vanguard Total International Stock ETF
VXUS
$145B
$3.25M 1.01%
42,151
-179
LRCX icon
40
Lam Research
LRCX
$379B
$3.15M 0.98%
14,736
BMO icon
41
Bank of Montreal
BMO
$115B
$3.12M 0.97%
23,088
+189
MDT icon
42
Medtronic
MDT
$105B
$2.97M 0.92%
34,292
+837
NSC icon
43
Norfolk Southern
NSC
$70.4B
$2.97M 0.92%
10,347
+174
MA icon
44
Mastercard
MA
$434B
$2.91M 0.9%
5,831
+148
C icon
45
Citigroup
C
$226B
$2.88M 0.89%
25,435
+69
SLF icon
46
Sun Life Financial
SLF
$40.9B
$2.85M 0.88%
45,579
+980
AMZN icon
47
Amazon
AMZN
$2.65T
$2.79M 0.86%
13,400
+30
DLR icon
48
Digital Realty Trust
DLR
$65.6B
$2.78M 0.86%
15,404
+313
MKL icon
49
Markel Group
MKL
$22.8B
$2.73M 0.84%
1,424
+32
ASML icon
50
ASML
ASML
$633B
$2.55M 0.79%
1,927
1
2
3 4 5