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
$236M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$39.8K
3
+$27.9K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$26.8K
5
NDAQ icon
Nasdaq
NDAQ
+$26.3K

Top Sells

1
+$2.87M
2
+$778K
3
+$698K
4
CP icon
Canadian Pacific Kansas City
CP
+$682K
5
FTS icon
Fortis
FTS
+$437K

Sector Composition

1 Financials 24.66%
2 Industrials 15.12%
3 Technology 14.84%
4 Healthcare 7.68%
5 Energy 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.85M 0.78%
27,181
-184
52
$1.79M 0.76%
3,957
-235
53
$1.79M 0.76%
29,630
+436
54
$1.73M 0.73%
20,637
-1,508
55
$1.73M 0.73%
2,194
+3
56
$1.63M 0.69%
4,015
-307
57
$1.63M 0.69%
5,625
-200
58
$1.62M 0.69%
11,363
-76
59
$1.5M 0.64%
53,716
+120
60
$1.48M 0.63%
14,265
-1,489
61
$1.45M 0.61%
22,872
+382
62
$1.41M 0.6%
93,275
+641
63
$1.4M 0.59%
5,319
-251
64
$1.23M 0.52%
6,236
65
$1.19M 0.5%
5,653
+4
66
$1.17M 0.5%
7,310
-600
67
$1.09M 0.46%
2,501
-270
68
$1.05M 0.45%
21,073
69
$1.03M 0.44%
20,144
-699
70
$1M 0.42%
6,897
-662
71
$995K 0.42%
11,096
+144
72
$966K 0.41%
5,264
73
$929K 0.39%
71,776
+1,453
74
$865K 0.37%
846
-67
75
$857K 0.36%
11,798
1 2
3
4 5