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
$239M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$154K
3
+$127K
4
HON icon
Honeywell
HON
+$124K
5
LRCX icon
Lam Research
LRCX
+$93.8K

Top Sells

1
+$2.53M
2
+$1.12M
3
+$1M
4
LMT icon
Lockheed Martin
LMT
+$816K
5
TSM icon
TSMC
TSM
+$757K

Sector Composition

1 Financials 26.76%
2 Industrials 14.71%
3 Technology 13.39%
4 Healthcare 6.88%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$843K 0.35%
6,248
+75
77
$834K 0.35%
4,026
+597
78
$774K 0.32%
19,232
-1,520
79
$739K 0.31%
31,501
+2,169
80
$710K 0.3%
846
81
$654K 0.27%
12,772
+21
82
$589K 0.25%
3,294
83
$581K 0.24%
7,060
+1,140
84
$577K 0.24%
4,537
-94
85
$548K 0.23%
27,148
+1,116
86
$539K 0.23%
9,389
+13
87
$475K 0.2%
835
-8
88
$453K 0.19%
11,001
+439
89
$452K 0.19%
580
+64
90
$450K 0.19%
5,584
+17
91
$433K 0.18%
9,109
+104
92
$372K 0.16%
3,074
93
$371K 0.16%
7,692
94
$340K 0.14%
13,048
+2,420
95
$337K 0.14%
3,464
-244
96
$332K 0.14%
2,672
+8
97
$321K 0.13%
19,164
+114
98
$313K 0.13%
1,909
99
$305K 0.13%
945
-758
100
$300K 0.13%
2,470
2 3
4
5 6