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
76
$992K 0.37%
5,601
-5
77
$966K 0.36%
39,697
+1,724
78
$962K 0.36%
19,375
+239
79
$849K 0.32%
28,643
-1,359
80
$837K 0.32%
5,460
-19
81
$730K 0.27%
5,221
+2,074
82
$615K 0.23%
3,294
83
$592K 0.22%
1,988
-476
84
$582K 0.22%
12,447
85
$569K 0.21%
4,777
+28
86
$567K 0.21%
9,428
+55
87
$566K 0.21%
6,302
88
$487K 0.18%
3,379
89
$471K 0.18%
9,656
+232
90
$442K 0.17%
2,691
+4
91
$437K 0.16%
1,738
+904
92
$422K 0.16%
578
-14
93
$414K 0.16%
11,022
+43
94
$386K 0.15%
2,515
-1,805
95
$371K 0.14%
3,407
96
$320K 0.12%
325
97
$313K 0.12%
11,946
-23
98
$307K 0.12%
4,135
99
$299K 0.11%
3,332
-195
100
$298K 0.11%
14,338
+128
2 3
4
5 6