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
$234M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.9M
3
+$7.44M
4
CNI icon
Canadian National Railway
CNI
+$6.43M
5
UNP icon
Union Pacific
UNP
+$5.97M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.28%
2 Industrials 16.76%
3 Technology 12.29%
4 Healthcare 7.73%
5 Energy 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.75%
+1,227
52
$1.73M 0.74%
+29,673
53
$1.7M 0.73%
+4,150
54
$1.65M 0.7%
+92,440
55
$1.62M 0.69%
+4,189
56
$1.56M 0.67%
+4,362
57
$1.54M 0.66%
+6,213
58
$1.51M 0.65%
+26,546
59
$1.48M 0.63%
+5,709
60
$1.45M 0.62%
+5,572
61
$1.43M 0.61%
+13,578
62
$1.36M 0.58%
+10,114
63
$1.33M 0.57%
+46,070
64
$1.3M 0.56%
+2,777
65
$1.12M 0.48%
+21,810
66
$1.08M 0.46%
+5,600
67
$1.06M 0.45%
+21,234
68
$1.03M 0.44%
+7,559
69
$1.01M 0.43%
+21,073
70
$994K 0.43%
+69,664
71
$975K 0.42%
+20,815
72
$947K 0.41%
+10,948
73
$941K 0.4%
+52,743
74
$878K 0.38%
+7,870
75
$849K 0.36%
+2,783
1 2
3
4 5