GIM
Gold Investment Management Portfolio holdings
AUM
$298M
1-Year Est. Return
21.66%
1 Year Est. Return
+21.66%
AUM
$266M
AUM Growth
+$29M
(+12%)
Holding
217
Top Buys
| 1 | +$2.32M | |
| 2 | +$1.01M | |
| 3 | +$670K | |
| 4 |
Toyota
TM
|
+$564K |
| 5 |
Applied Materials
AMAT
|
+$562K |
Top Sells
| 1 | +$2.11M | |
| 2 | +$2M | |
| 3 | +$1.51M | |
| 4 |
iShares Semiconductor ETF
SOXX
|
+$1.25M |
| 5 |
SPDR Euro Stoxx 50 ETF
FEZ
|
+$1.15M |
Sector Composition
| 1 | Financials | 29.93% |
| 2 | Technology | 15.04% |
| 3 | Industrials | 13.47% |
| 4 | Healthcare | 6.13% |
| 5 | Energy | 5.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Citigroup
C
$179B
| $2.16M | 0.81% |
25,211
+96
|
|
||
52
Broadcom
AVGO
$1.62T
| $2.04M | 0.77% |
7,544
+1,821
|
|
||
53
Technology Select Sector SPDR Fund
XLK
$94.7B
| $2M | 0.75% |
7,980
-7,986
|
|
||
54
Berkshire Hathaway Class B
BRK.B
$1.1T
| $1.84M | 0.69% |
3,778
-8
|
|
||
55
General Dynamics
GD
$93B
| $1.81M | 0.68% |
6,168
+774
|
|
||
56
Telus
TU
$22.5B
| $1.8M | 0.68% |
111,827
-1,527
|
|
||
57
Visa
V
$637B
| $1.63M | 0.61% |
4,598
+1
|
|
||
|
58
iShares Semiconductor ETF
SOXX
$15.7B
| $1.59M | 0.6% |
6,711
-5,241
|
|
||
59
Mid-America Apartment Communities
MAA
$15.3B
| $1.54M | 0.58% |
10,365
-380
|
|
||
60
Takeda Pharmaceutical
TAK
$45.1B
| $1.54M | 0.58% |
100,048
+2,490
|
|
||
61
AbbVie
ABBV
$411B
| $1.51M | 0.57% |
8,064
+26
|
|
||
62
ASML
ASML
$391B
| $1.46M | 0.55% |
1,829
+563
|
|
||
63
Lam Research
LRCX
$186B
| $1.43M | 0.54% |
14,666
+5,063
|
|
||
64
Abbott
ABT
$227B
| $1.41M | 0.53% |
10,391
+28
|
|
||
65
Financial Select Sector SPDR Fund
XLF
$54B
| $1.36M | 0.51% |
25,850
-28,763
|
|
||
66
Pfizer
PFE
$142B
| $1.31M | 0.49% |
52,881
+80
|
|
||
67
Merck
MRK
$231B
| $1.25M | 0.47% |
15,461
+122
|
|
||
68
Northrop Grumman
NOC
$79.6B
| $1.16M | 0.44% |
2,306
+411
|
|
||
69
KLA
KLAC
$149B
| $1.13M | 0.42% |
1,258
+544
|
|
||
|
BBU
70
Brookfield Business Partners
BBU
$2.89B
| $1.09M | 0.41% |
41,994
+2,685
|
|
||
71
Invesco
IVZ
$10.5B
| $1.07M | 0.4% |
66,324
+2,624
|
|
||
72
Ventas
VTR
$36.6B
| $1.05M | 0.4% |
16,749
-1,643
|
|
||
73
Honeywell
HON
$126B
| $1.04M | 0.39% |
4,429
+5
|
|
||
74
Omnicom Group
OMC
$13.9B
| $1.03M | 0.39% |
13,983
+824
|
|
||
75
Apple
AAPL
$4.03T
| $994K | 0.37% |
4,795
+4
|
|