GIM

Gold Investment Management Portfolio holdings

AUM $298M
1-Year Est. Return 21.66%
This Quarter Est. Return
1 Year Est. Return
+21.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
-$461K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$942K
3
+$417K
4
TU icon
Telus
TU
+$353K
5
BN icon
Brookfield
BN
+$348K

Top Sells

1
+$1.49M
2
+$1.13M
3
+$483K
4
TSLA icon
Tesla
TSLA
+$427K
5
AAPL icon
Apple
AAPL
+$193K

Sector Composition

1 Financials 28.69%
2 Industrials 13.53%
3 Technology 11.46%
4 Healthcare 7.22%
5 Energy 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$866K 0.37%
19,136
-24,976
77
$839K 0.35%
1,266
+86
78
$802K 0.34%
30,002
+11,092
79
$787K 0.33%
6,005
-243
80
$759K 0.32%
12,447
-325
81
$737K 0.31%
2,464
-66
82
$731K 0.31%
37,973
+9,492
83
$698K 0.3%
9,603
+1,268
84
$662K 0.28%
4,320
-164
85
$642K 0.27%
3,294
86
$594K 0.25%
5,479
+3,009
87
$515K 0.22%
4,749
88
$506K 0.21%
9,373
+2
89
$488K 0.21%
6,302
90
$485K 0.21%
714
+134
91
$448K 0.19%
3,379
+305
92
$445K 0.19%
9,424
+105
93
$439K 0.19%
10,979
-155
94
$423K 0.18%
2,687
+4
95
$341K 0.14%
592
-243
96
$323K 0.14%
3,147
+888
97
$319K 0.14%
3,527
+38
98
$319K 0.13%
7,481
-211
99
$307K 0.13%
325
100
$294K 0.12%
945
2 3
4
5 6