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
$236M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$39.8K
3
+$27.9K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$26.8K
5
NDAQ icon
Nasdaq
NDAQ
+$26.3K

Top Sells

1
+$2.87M
2
+$778K
3
+$698K
4
CP icon
Canadian Pacific Kansas City
CP
+$682K
5
FTS icon
Fortis
FTS
+$437K

Sector Composition

1 Financials 24.66%
2 Industrials 15.12%
3 Technology 14.84%
4 Healthcare 7.68%
5 Energy 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 1.35%
60,371
-2,921
27
$2.91M 1.23%
11,790
+14
28
$2.86M 1.21%
48,359
+47,362
29
$2.72M 1.15%
69,937
-11,242
30
$2.64M 1.11%
18,034
-127
31
$2.6M 1.1%
13,431
-248
32
$2.56M 1.08%
53,838
-118
33
$2.55M 1.08%
71,747
-1,475
34
$2.53M 1.07%
41,954
-646
35
$2.52M 1.07%
61,349
36
$2.45M 1.03%
16,088
-1,702
37
$2.44M 1.03%
5,530
-135
38
$2.41M 1.02%
30,574
+229
39
$2.3M 0.97%
11,205
-443
40
$2.28M 0.96%
10,603
-561
41
$2.04M 0.86%
41,670
-881
42
$2.02M 0.86%
16,351
-641
43
$2.02M 0.85%
42,431
-581
44
$1.98M 0.84%
45,159
-91
45
$1.97M 0.83%
4,120
-1
46
$1.97M 0.83%
79,636
+1,610
47
$1.91M 0.81%
1,212
-11
48
$1.9M 0.8%
11,062
-1,111
49
$1.88M 0.79%
49,295
-2,612
50
$1.87M 0.79%
13,265
-313
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2
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