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
$239M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$154K
3
+$127K
4
HON icon
Honeywell
HON
+$124K
5
LRCX icon
Lam Research
LRCX
+$93.8K

Top Sells

1
+$2.53M
2
+$1.12M
3
+$1M
4
LMT icon
Lockheed Martin
LMT
+$816K
5
TSM icon
TSMC
TSM
+$757K

Sector Composition

1 Financials 26.76%
2 Industrials 14.71%
3 Technology 13.39%
4 Healthcare 6.88%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$289K 0.12%
1,196
102
$288K 0.12%
325
103
$281K 0.12%
14,147
+54
104
$274K 0.11%
3,407
105
$262K 0.11%
861
+3
106
$262K 0.11%
2,690
107
$250K 0.1%
1,819
+290
108
$236K 0.1%
495
109
$232K 0.1%
3,725
110
$209K 0.09%
5,347
111
$207K 0.09%
234
112
$197K 0.08%
4,128
113
$193K 0.08%
1,856
114
$190K 0.08%
1,422
115
$183K 0.08%
1,557
+13
116
$178K 0.07%
1,159
117
$162K 0.07%
1,960
118
$158K 0.07%
665
-187
119
$157K 0.07%
904
-1,298
120
$144K 0.06%
233
121
$136K 0.06%
2,603
+3
122
$130K 0.05%
1,807
123
$123K 0.05%
744
124
$120K 0.05%
1,258
+565
125
$120K 0.05%
1,963
+4
3 4
5
6 7