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
-$461K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$942K
3
+$417K
4
TU icon
Telus
TU
+$353K
5
BN icon
Brookfield
BN
+$348K

Top Sells

1
+$1.49M
2
+$1.13M
3
+$483K
4
TSLA icon
Tesla
TSLA
+$427K
5
AAPL icon
Apple
AAPL
+$193K

Sector Composition

1 Financials 28.69%
2 Industrials 13.53%
3 Technology 11.46%
4 Healthcare 7.22%
5 Energy 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 1.35%
56,625
+1,508
27
$3.07M 1.3%
18,511
+1,122
28
$2.97M 1.25%
129,246
+41,044
29
$2.94M 1.24%
11,351
-1,649
30
$2.92M 1.23%
5,322
+133
31
$2.91M 1.23%
32,351
+1,351
32
$2.85M 1.2%
92,521
+1,834
33
$2.72M 1.15%
54,613
-1,269
34
$2.68M 1.13%
48,723
-1,117
35
$2.65M 1.12%
42,909
+1,098
36
$2.56M 1.08%
13,429
-11
37
$2.55M 1.08%
41,077
-654
38
$2.42M 1.02%
13,685
+1,154
39
$2.41M 1.02%
1,290
+49
40
$2.39M 1.01%
31,475
+1,360
41
$2.38M 1.01%
2,887
42
$2.33M 0.98%
40,706
+1,547
43
$2.29M 0.97%
16,006
+292
44
$2.26M 0.96%
4,146
+138
45
$2.25M 0.95%
11,952
+184
46
$2.25M 0.95%
9,494
+388
47
$2.23M 0.94%
45,979
+4,090
48
$2.18M 0.92%
2,298
+106
49
$2.12M 0.9%
22,217
+1,069
50
$2.05M 0.86%
92,348
+11,354
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