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
$313M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$699K
3
+$222K
4
UNP icon
Union Pacific
UNP
+$189K
5
TD icon
Toronto Dominion Bank
TD
+$132K

Top Sells

1
+$912K
2
+$584K
3
+$518K
4
LLY icon
Eli Lilly
LLY
+$474K
5
B
Barrick Mining
B
+$423K

Sector Composition

1 Financials 30.27%
2 Technology 15.35%
3 Industrials 12.64%
4 Consumer Discretionary 6.53%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMGN icon
101
Amgen
AMGN
$198B
$309K 0.1%
945
VNQ icon
102
Vanguard Real Estate ETF
VNQ
$36B
$299K 0.1%
3,385
+26
MMM icon
103
3M
MMM
$82.3B
$282K 0.09%
1,759
-1
COST icon
104
Costco
COST
$436B
$280K 0.09%
325
TER icon
105
Teradyne
TER
$47.8B
$275K 0.09%
1,422
IJH icon
106
iShares Core S&P Mid-Cap ETF
IJH
$106B
$246K 0.08%
3,725
MCD icon
107
McDonald's
MCD
$233B
$238K 0.08%
778
-55
GOOGL icon
108
Alphabet (Google) Class A
GOOGL
$3.64T
$233K 0.07%
744
WPM icon
109
Wheaton Precious Metals
WPM
$67.1B
$233K 0.07%
1,980
+3
BDX icon
110
Becton Dickinson
BDX
$48.3B
$223K 0.07%
1,147
LIN icon
111
Linde
LIN
$227B
$211K 0.07%
495
XLV icon
112
State Street Health Care Select Sector SPDR ETF
XLV
$40.8B
$198K 0.06%
1,282
XOM icon
113
Exxon Mobil
XOM
$628B
$195K 0.06%
1,624
+14
ALB icon
114
Albemarle
ALB
$19.3B
$178K 0.06%
1,258
WFG icon
115
West Fraser Timber
WFG
$5.14B
$165K 0.05%
2,690
EQIX icon
116
Equinix
EQIX
$93.6B
$162K 0.05%
212
-10
TXN icon
117
Texas Instruments
TXN
$180B
$157K 0.05%
906
HD icon
118
Home Depot
HD
$360B
$155K 0.05%
450
MET icon
119
MetLife
MET
$47.6B
$155K 0.05%
1,960
MRVL icon
120
Marvell Technology
MRVL
$66.1B
$154K 0.05%
1,807
SLV icon
121
iShares Silver Trust
SLV
$43.3B
$150K 0.05%
2,328
B
122
Barrick Mining
B
$76B
$136K 0.04%
3,130
-11,279
IBIT icon
123
iShares Bitcoin Trust
IBIT
$51.8B
$135K 0.04%
2,723
TMO icon
124
Thermo Fisher Scientific
TMO
$195B
$135K 0.04%
233
BX icon
125
Blackstone
BX
$90.5B
$131K 0.04%
850
3 4
5
6 7