GIM

Gold Investment Management Portfolio holdings

AUM $266M
1-Year Est. Return 20.42%
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.9M
3
+$7.44M
4
CNI icon
Canadian National Railway
CNI
+$6.43M
5
UNP icon
Union Pacific
UNP
+$5.97M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.28%
2 Industrials 16.76%
3 Technology 12.29%
4 Healthcare 7.73%
5 Energy 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$802K 0.34%
+3,077
77
$797K 0.34%
+3,799
78
$761K 0.33%
+25,545
79
$701K 0.3%
+4,973
80
$697K 0.3%
+13,579
81
$691K 0.3%
+913
82
$681K 0.29%
+7,555
83
$661K 0.28%
+5,797
84
$618K 0.26%
+29,921
85
$573K 0.25%
+1,990
86
$564K 0.24%
+56,873
87
$527K 0.23%
+3,530
88
$495K 0.21%
+6,320
89
$483K 0.21%
+11,218
90
$462K 0.2%
+6,567
91
$413K 0.18%
+10,526
92
$400K 0.17%
+2,733
93
$361K 0.15%
+8,948
94
$349K 0.15%
+10,126
95
$345K 0.15%
+8,827
96
$338K 0.14%
+3,830
97
$319K 0.14%
+900
98
$317K 0.14%
+546
99
$317K 0.14%
+3,951
100
$301K 0.13%
+18,048
2 3
4
5 6