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
$239M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$154K
3
+$127K
4
HON icon
Honeywell
HON
+$124K
5
LRCX icon
Lam Research
LRCX
+$93.8K

Top Sells

1
+$2.53M
2
+$1.12M
3
+$1M
4
LMT icon
Lockheed Martin
LMT
+$816K
5
TSM icon
TSMC
TSM
+$757K

Sector Composition

1 Financials 26.76%
2 Industrials 14.71%
3 Technology 13.39%
4 Healthcare 6.88%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 1.32%
69,387
-550
27
$3M 1.25%
48,687
+328
28
$2.92M 1.22%
88,069
-17,826
29
$2.79M 1.17%
17,221
-813
30
$2.75M 1.15%
11,862
+72
31
$2.75M 1.15%
30,559
-15
32
$2.74M 1.15%
67,524
-4,223
33
$2.68M 1.12%
59,349
-2,000
34
$2.58M 1.08%
15,951
-137
35
$2.56M 1.07%
2,887
-1,261
36
$2.55M 1.07%
5,172
-358
37
$2.52M 1.05%
13,440
+9
38
$2.29M 0.96%
81,141
+1,505
39
$2.25M 0.94%
38,755
-2,915
40
$2.23M 0.93%
9,018
-1,585
41
$2.22M 0.93%
41,732
-699
42
$2.16M 0.91%
29,628
-2
43
$2.14M 0.9%
12,625
-640
44
$2.14M 0.9%
44,551
-608
45
$2.06M 0.86%
2,170
-24
46
$2.04M 0.85%
11,332
+127
47
$2.01M 0.84%
4,127
+7
48
$1.99M 0.83%
4,003
+46
49
$1.97M 0.82%
41,670
-7,625
50
$1.95M 0.82%
27,718
+537
1
2
3 4 5