GIM

Gold Investment Management Portfolio holdings

AUM $323M
1-Year Est. Return 38.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$598K
3
+$261K
4
BCE icon
BCE
BCE
+$220K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$174K

Top Sells

1
+$2.14M
2
+$1.6M
3
+$459K
4
SLV icon
iShares Silver Trust
SLV
+$150K
5
SOLS
Solstice Advanced Materials
SOLS
+$53.6K

Sector Composition

1 Financials 27.94%
2 Technology 15.57%
3 Industrials 13.38%
4 Energy 7.81%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
76
Abbott
ABT
$158B
$1.09M 0.34%
10,589
+152
VWO icon
77
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$1.08M 0.33%
19,920
-39
AMD icon
78
Advanced Micro Devices
AMD
$853B
$1.06M 0.33%
5,221
BEN icon
79
Franklin Resources
BEN
$16.6B
$1.02M 0.31%
43,001
+2,110
HON icon
80
Honeywell
HON
$138B
$1M 0.31%
4,432
+5
AEM icon
81
Agnico Eagle Mines
AEM
$88.4B
$975K 0.3%
4,809
+9
XLF icon
82
State Street Financial Select Sector SPDR ETF
XLF
$50.5B
$797K 0.25%
16,133
BMY icon
83
Bristol-Myers Squibb
BMY
$116B
$761K 0.24%
12,542
TFII icon
84
TFI International
TFII
$13.2B
$685K 0.21%
6,302
FNV icon
85
Franco-Nevada
FNV
$45.5B
$668K 0.21%
2,701
+4
RTX icon
86
RTX Corp
RTX
$242B
$652K 0.2%
3,379
IEMG icon
87
iShares Core MSCI Emerging Markets ETF
IEMG
$153B
$639K 0.2%
9,166
+36
TRP icon
88
TC Energy
TRP
$71.8B
$631K 0.2%
10,089
+125
LHX icon
89
L3Harris
LHX
$57.7B
$600K 0.19%
1,738
CVE icon
90
Cenovus Energy
CVE
$55.6B
$562K 0.17%
21,200
+1,225
WCN
91
Waste Connections
WCN
$39.1B
$535K 0.17%
3,294
NVDA icon
92
NVIDIA
NVDA
$5.3T
$516K 0.16%
2,960
-2,500
PSA icon
93
Public Storage
PSA
$53.8B
$500K 0.15%
1,844
+12
PBA icon
94
Pembina Pipeline
PBA
$28.6B
$494K 0.15%
11,044
+3
WELL icon
95
Welltower
WELL
$142B
$488K 0.15%
2,470
CCJ icon
96
Cameco
CCJ
$49.7B
$450K 0.14%
4,142
ILF icon
97
iShares Latin America 40 ETF
ILF
$4.19B
$443K 0.14%
12,458
+304
TER icon
98
Teradyne
TER
$63.7B
$422K 0.13%
1,422
AMGN icon
99
Amgen
AMGN
$187B
$332K 0.1%
945
META icon
100
Meta Platforms (Facebook)
META
$1.59T
$331K 0.1%
578
2 3
4
5 6