GIM

Gold Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 30.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.19%
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
$186B
$309K 0.1%
945
VNQ icon
102
Vanguard Real Estate ETF
VNQ
$36.7B
$299K 0.1%
3,385
+26
MMM icon
103
3M
MMM
$77.6B
$282K 0.09%
1,759
-1
COST icon
104
Costco
COST
$446B
$280K 0.09%
325
TER icon
105
Teradyne
TER
$59.5B
$275K 0.09%
1,422
IJH icon
106
iShares Core S&P Mid-Cap ETF
IJH
$115B
$246K 0.08%
3,725
MCD icon
107
McDonald's
MCD
$215B
$238K 0.08%
778
-55
GOOGL icon
108
Alphabet (Google) Class A
GOOGL
$4.02T
$233K 0.07%
744
WPM icon
109
Wheaton Precious Metals
WPM
$64.4B
$233K 0.07%
1,980
+3
BDX icon
110
Becton Dickinson
BDX
$44.6B
$223K 0.07%
1,147
LIN icon
111
Linde
LIN
$229B
$211K 0.07%
495
XLV icon
112
State Street Health Care Select Sector SPDR ETF
XLV
$38.3B
$198K 0.06%
1,282
XOM icon
113
Exxon Mobil
XOM
$617B
$195K 0.06%
1,624
+14
ALB icon
114
Albemarle
ALB
$23.4B
$178K 0.06%
1,258
WFG icon
115
West Fraser Timber
WFG
$5.19B
$165K 0.05%
2,690
EQIX icon
116
Equinix
EQIX
$108B
$162K 0.05%
212
-10
TXN icon
117
Texas Instruments
TXN
$212B
$157K 0.05%
906
HD icon
118
Home Depot
HD
$343B
$155K 0.05%
450
MET icon
119
MetLife
MET
$50.5B
$155K 0.05%
1,960
MRVL icon
120
Marvell Technology
MRVL
$132B
$154K 0.05%
1,807
SLV icon
121
iShares Silver Trust
SLV
$38.8B
$150K 0.05%
2,328
B
122
Barrick Mining
B
$67.8B
$136K 0.04%
3,130
-11,279
IBIT icon
123
iShares Bitcoin Trust
IBIT
$59.9B
$135K 0.04%
2,723
TMO icon
124
Thermo Fisher Scientific
TMO
$195B
$135K 0.04%
233
BX icon
125
Blackstone
BX
$99.8B
$131K 0.04%
850