GIM

Gold Investment Management Portfolio holdings

AUM $323M
1-Year Est. Return 38.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$1.63M
2 +$598K
3 +$261K
4
BCE icon
BCE
BCE
+$220K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$174K

Top Sells

1 +$2.14M
2 +$1.6M
3 +$459K
4
SLV icon
iShares Silver Trust
SLV
+$150K
5
SOLS
Solstice Advanced Materials
SOLS
+$53.6K

Sector Composition

1 Financials 27.94%
2 Technology 15.57%
3 Industrials 13.38%
4 Energy 7.81%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COST icon
101
Costco
COST
$431B
$324K 0.1%
325
MS icon
102
Morgan Stanley
MS
$344B
$305K 0.09%
1,856
VNQ icon
103
Vanguard Real Estate ETF
VNQ
$37.2B
$302K 0.09%
3,410
+25
STN icon
104
Stantec
STN
$8.59B
$294K 0.09%
3,407
XOM icon
105
Exxon Mobil
XOM
$630B
$277K 0.09%
1,634
+10
VCSH icon
106
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.2B
$275K 0.09%
3,472
+3,270
WPM icon
107
Wheaton Precious Metals
WPM
$58.3B
$260K 0.08%
1,980
MMM icon
108
3M
MMM
$79.7B
$256K 0.08%
1,760
+1
IJH icon
109
iShares Core S&P Mid-Cap ETF
IJH
$118B
$252K 0.08%
3,725
LIN icon
110
Linde
LIN
$235B
$245K 0.08%
495
MCD icon
111
McDonald's
MCD
$194B
$243K 0.08%
781
+3
ALB icon
112
Albemarle
ALB
$19.5B
$226K 0.07%
1,258
GOOGL icon
113
Alphabet (Google) Class A
GOOGL
$4.51T
$214K 0.07%
744
EQIX icon
114
Equinix
EQIX
$107B
$208K 0.06%
212
XLV icon
115
State Street Health Care Select Sector SPDR ETF
XLV
$39.2B
$188K 0.06%
1,282
BDX icon
116
Becton Dickinson
BDX
$41.2B
$180K 0.06%
1,147
MRVL icon
117
Marvell Technology
MRVL
$277B
$179K 0.06%
1,807
TXN icon
118
Texas Instruments
TXN
$278B
$176K 0.05%
906
WFG icon
119
West Fraser Timber
WFG
$5.26B
$176K 0.05%
2,690
HD icon
120
Home Depot
HD
$309B
$148K 0.05%
450
NTR icon
121
Nutrien
NTR
$33.1B
$143K 0.04%
1,890
+23
MET icon
122
MetLife
MET
$53.7B
$139K 0.04%
1,960
TECK icon
123
Teck Resources
TECK
$32.9B
$135K 0.04%
2,615
+1
PG icon
124
Procter & Gamble
PG
$328B
$132K 0.04%
916
+2
B
125
Barrick Mining
B
$71.7B
$128K 0.04%
3,132
+2