GIM

Gold Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 30.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$964K
3
+$594K
4
TSM icon
TSMC
TSM
+$550K
5
AMAT icon
Applied Materials
AMAT
+$486K

Top Sells

1
+$1.92M
2
+$1.77M
3
+$1.42M
4
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$1.15M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.05M

Sector Composition

1 Financials 29.93%
2 Technology 15.04%
3 Industrials 13.47%
4 Healthcare 6.13%
5 Energy 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.33M 1.25%
73,450
+1,114
27
$3.31M 1.25%
15,149
+2,289
28
$3.27M 1.23%
51,746
+3,023
29
$3.26M 1.23%
56,483
-6,253
30
$3.18M 1.2%
38,149
+12,144
31
$3.06M 1.15%
5,435
+113
32
$3.03M 1.14%
136,765
+7,519
33
$3M 1.13%
4,241
+95
34
$2.97M 1.12%
93,840
+1,319
35
$2.95M 1.11%
42,596
-313
36
$2.94M 1.11%
13,370
-59
37
$2.92M 1.1%
16,966
+3,281
38
$2.91M 1.1%
18,790
+279
39
$2.91M 1.09%
32,882
+531
40
$2.86M 1.08%
41,372
+295
41
$2.72M 1.03%
40,951
+245
42
$2.65M 1%
1,330
+40
43
$2.58M 0.97%
47,138
+1,159
44
$2.54M 0.96%
14,770
-1,236
45
$2.53M 0.95%
9,767
+273
46
$2.49M 0.94%
22,427
+210
47
$2.48M 0.94%
2,361
+63
48
$2.43M 0.91%
95,158
+2,810
49
$2.24M 0.84%
2,887
50
$2.24M 0.84%
28,161
+79
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