GIM

Gold Investment Management Portfolio holdings

AUM $298M
1-Year Est. Return 21.66%
This Quarter Est. Return
1 Year Est. Return
+21.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
-$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.46M
3
+$233K
4
ASML icon
ASML
ASML
+$231K
5
BNS icon
Scotiabank
BNS
+$145K

Top Sells

1
+$393K
2
+$365K
3
+$211K
4
MSFT icon
Microsoft
MSFT
+$195K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$168K

Sector Composition

1 Financials 28.19%
2 Technology 13.55%
3 Industrials 13.42%
4 Healthcare 6.38%
5 Energy 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.95M 1.24%
13,440
27
$2.94M 1.24%
70,817
+1,430
28
$2.9M 1.22%
68,433
+909
29
$2.8M 1.18%
90,687
+2,618
30
$2.79M 1.18%
15,714
-237
31
$2.76M 1.17%
49,840
+1,153
32
$2.73M 1.15%
5,189
+17
33
$2.7M 1.14%
55,882
-3,467
34
$2.54M 1.07%
11,768
-94
35
$2.51M 1.06%
17,389
+168
36
$2.48M 1.04%
31,000
+441
37
$2.48M 1.04%
41,811
+79
38
$2.46M 1.04%
+41,731
39
$2.44M 1.03%
12,531
+1,199
40
$2.33M 0.98%
30,115
+487
41
$2.32M 0.98%
39,159
+404
42
$2.3M 0.97%
4,008
+5
43
$2.27M 0.96%
41,889
+219
44
$2.25M 0.95%
2,192
+22
45
$2.23M 0.94%
2,887
46
$2.14M 0.9%
1,241
+22
47
$2.14M 0.9%
9,106
+88
48
$2.11M 0.89%
4,127
49
$2.1M 0.89%
12,625
50
$2.05M 0.87%
21,148
+243
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