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
$239M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$154K
3
+$127K
4
HON icon
Honeywell
HON
+$124K
5
LRCX icon
Lam Research
LRCX
+$93.8K

Top Sells

1
+$2.53M
2
+$1.12M
3
+$1M
4
LMT icon
Lockheed Martin
LMT
+$816K
5
TSM icon
TSMC
TSM
+$757K

Sector Composition

1 Financials 26.76%
2 Industrials 14.71%
3 Technology 13.39%
4 Healthcare 6.88%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.8%
1,219
+7
52
$1.89M 0.79%
20,905
+268
53
$1.79M 0.75%
6,824
+588
54
$1.77M 0.74%
11,176
-187
55
$1.77M 0.74%
3,861
-154
56
$1.69M 0.71%
14,889
-1,462
57
$1.58M 0.66%
5,253
-372
58
$1.56M 0.65%
7,972
-3,090
59
$1.53M 0.64%
91,139
-2,136
60
$1.49M 0.62%
23,941
+1,069
61
$1.45M 0.61%
50,048
-3,668
62
$1.31M 0.55%
5,656
+3
63
$1.29M 0.54%
4,704
-615
64
$1.25M 0.52%
19,542
-602
65
$1.16M 0.49%
11,223
+127
66
$1.15M 0.48%
10,147
-4,118
67
$1.13M 0.47%
21,073
68
$1.05M 0.44%
73,204
+1,428
69
$1.02M 0.43%
5,910
-1,400
70
$959K 0.4%
1,819
-682
71
$941K 0.39%
53,581
+1,644
72
$937K 0.39%
2,589
-61
73
$921K 0.39%
11,798
74
$874K 0.37%
5,264
75
$863K 0.36%
6,302
-595
1 2
3
4 5