GIM

Gold Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 30.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$964K
3
+$594K
4
TSM icon
TSMC
TSM
+$550K
5
AMAT icon
Applied Materials
AMAT
+$486K

Top Sells

1
+$1.92M
2
+$1.77M
3
+$1.42M
4
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$1.15M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.05M

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
$2.16M 0.81%
25,211
+96
52
$2.04M 0.77%
7,544
+1,821
53
$2M 0.75%
15,960
-15,972
54
$1.84M 0.69%
3,778
-8
55
$1.81M 0.68%
6,168
+774
56
$1.8M 0.68%
111,827
-1,527
57
$1.63M 0.61%
4,598
+1
58
$1.59M 0.6%
6,711
-5,241
59
$1.54M 0.58%
10,365
-380
60
$1.54M 0.58%
100,048
+2,490
61
$1.51M 0.57%
8,064
+26
62
$1.46M 0.55%
1,829
+563
63
$1.43M 0.54%
14,666
+5,063
64
$1.41M 0.53%
10,391
+28
65
$1.36M 0.51%
25,850
-28,763
66
$1.31M 0.49%
52,881
+80
67
$1.25M 0.47%
15,461
+122
68
$1.16M 0.44%
2,306
+411
69
$1.13M 0.42%
1,258
+544
70
$1.09M 0.41%
41,994
+2,685
71
$1.07M 0.4%
66,324
+2,624
72
$1.05M 0.4%
16,749
-1,643
73
$1.04M 0.39%
4,429
+5
74
$1.03M 0.39%
13,983
+824
75
$994K 0.37%
4,795
+4
1 2
3
4 5