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
-$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.46M
3
+$233K
4
ASML icon
ASML
ASML
+$231K
5
BNS icon
Scotiabank
BNS
+$145K

Top Sells

1
+$393K
2
+$365K
3
+$211K
4
MSFT icon
Microsoft
MSFT
+$195K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$168K

Sector Composition

1 Financials 28.19%
2 Technology 13.55%
3 Industrials 13.42%
4 Healthcare 6.38%
5 Energy 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.04M 0.86%
88,202
-16,947
52
$1.94M 0.82%
44,112
-439
53
$1.84M 0.78%
80,994
-147
54
$1.76M 0.74%
25,018
+1,077
55
$1.75M 0.74%
3,859
-2
56
$1.72M 0.73%
27,904
+186
57
$1.69M 0.71%
10,924
-252
58
$1.49M 0.63%
14,993
+104
59
$1.49M 0.63%
4,702
-2
60
$1.42M 0.6%
7,975
+3
61
$1.42M 0.6%
5,659
+3
62
$1.38M 0.58%
5,253
63
$1.33M 0.56%
50,313
+265
64
$1.25M 0.53%
5,402
-508
65
$1.2M 0.51%
88,734
-2,405
66
$1.16M 0.49%
10,256
+109
67
$1.13M 0.47%
19,119
-423
68
$1.09M 0.46%
82,147
+8,943
69
$1.01M 0.43%
21,073
70
$1M 0.42%
5,264
71
$984K 0.42%
11,442
+219
72
$978K 0.41%
4,330
+304
73
$959K 0.4%
54,867
+1,286
74
$854K 0.36%
1,819
75
$851K 0.36%
6,302
1 2
3
4 5