GIM

Gold Investment Management Portfolio holdings

AUM $266M
1-Year Est. Return 20.42%
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$39.8K
3
+$27.9K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$26.8K
5
NDAQ icon
Nasdaq
NDAQ
+$26.3K

Top Sells

1
+$2.87M
2
+$778K
3
+$698K
4
CP icon
Canadian Pacific Kansas City
CP
+$682K
5
FTS icon
Fortis
FTS
+$437K

Sector Composition

1 Financials 24.66%
2 Industrials 15.12%
3 Technology 14.84%
4 Healthcare 7.68%
5 Energy 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$310K 0.13%
1,909
-117
102
$309K 0.13%
3,074
+29
103
$305K 0.13%
2,470
104
$285K 0.12%
3,407
-544
105
$280K 0.12%
1,196
106
$276K 0.12%
325
107
$263K 0.11%
10,628
+693
108
$235K 0.1%
14,093
+82
109
$219K 0.09%
858
-8
110
$218K 0.09%
3,725
111
$217K 0.09%
495
112
$211K 0.09%
1,422
-350
113
$207K 0.09%
2,690
-405
114
$203K 0.09%
4,128
115
$193K 0.08%
5,347
-5,161
116
$191K 0.08%
852
-2
117
$180K 0.08%
1,856
118
$178K 0.08%
1,544
+12
119
$177K 0.07%
234
-3
120
$156K 0.07%
1,529
-330
121
$143K 0.06%
1,159
122
$138K 0.06%
1,960
-616
123
$136K 0.06%
744
124
$129K 0.05%
233
125
$126K 0.05%
1,807
-466
3 4
5
6 7