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
-$461K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$942K
3
+$417K
4
TU icon
Telus
TU
+$353K
5
BN icon
Brookfield
BN
+$348K

Top Sells

1
+$1.49M
2
+$1.13M
3
+$483K
4
TSLA icon
Tesla
TSLA
+$427K
5
AAPL icon
Apple
AAPL
+$193K

Sector Composition

1 Financials 28.69%
2 Industrials 13.53%
3 Technology 11.46%
4 Healthcare 7.22%
5 Energy 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.86%
28,082
+178
52
$2.02M 0.85%
3,786
-73
53
$1.97M 0.83%
26,005
+14,157
54
$1.85M 0.78%
3,953
-174
55
$1.8M 0.76%
10,745
-179
56
$1.8M 0.76%
12,860
+235
57
$1.78M 0.75%
25,115
+97
58
$1.68M 0.71%
8,038
+63
59
$1.63M 0.69%
113,354
+24,620
60
$1.61M 0.68%
4,597
-105
61
$1.47M 0.62%
5,394
+141
62
$1.45M 0.61%
97,558
+15,411
63
$1.38M 0.58%
15,339
+346
64
$1.37M 0.58%
10,363
+107
65
$1.34M 0.57%
52,801
+2,488
66
$1.26M 0.53%
18,392
-727
67
$1.15M 0.48%
21,073
68
$1.09M 0.46%
13,159
+1,717
69
$1.06M 0.45%
4,791
-868
70
$970K 0.41%
1,895
+76
71
$966K 0.41%
63,700
+8,833
72
$958K 0.4%
5,723
+321
73
$937K 0.4%
4,424
+94
74
$921K 0.39%
39,309
+6,791
75
$876K 0.37%
5,606
+342
1 2
3
4 5