GIM

Gold Investment Management Portfolio holdings

AUM $266M
1-Year Est. Return 20.42%
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.9M
3
+$7.44M
4
CNI icon
Canadian National Railway
CNI
+$6.43M
5
UNP icon
Union Pacific
UNP
+$5.97M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.28%
2 Industrials 16.76%
3 Technology 12.29%
4 Healthcare 7.73%
5 Energy 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.16M 1.35%
+93,715
27
$2.97M 1.27%
+18,928
28
$2.93M 1.25%
+5,020
29
$2.64M 1.13%
+11,180
30
$2.6M 1.11%
+49,482
31
$2.6M 1.11%
+72,181
32
$2.55M 1.09%
+53,003
33
$2.49M 1.07%
+42,971
34
$2.42M 1.03%
+17,963
35
$2.41M 1.03%
+5,642
36
$2.37M 1.01%
+28,765
37
$2.3M 0.98%
+61,172
38
$2.25M 0.96%
+11,694
39
$2.2M 0.94%
+42,507
40
$2.2M 0.94%
+43,497
41
$2.15M 0.92%
+11,733
42
$2.15M 0.92%
+21,736
43
$2.12M 0.91%
+52,816
44
$2.03M 0.87%
+13,371
45
$2.01M 0.86%
+12,953
46
$1.99M 0.85%
+75,780
47
$1.9M 0.81%
+17,255
48
$1.87M 0.8%
+45,421
49
$1.84M 0.79%
+16,879
50
$1.78M 0.76%
+2,195
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2
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