GIM

Gold Investment Management Portfolio holdings

AUM $298M
1-Year Est. Return 21.66%
This Quarter Est. Return
1 Year Est. Return
+21.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
-$461K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$942K
3
+$417K
4
TU icon
Telus
TU
+$353K
5
BN icon
Brookfield
BN
+$348K

Top Sells

1
+$1.49M
2
+$1.13M
3
+$483K
4
TSLA icon
Tesla
TSLA
+$427K
5
AAPL icon
Apple
AAPL
+$193K

Sector Composition

1 Financials 28.69%
2 Industrials 13.53%
3 Technology 11.46%
4 Healthcare 7.22%
5 Energy 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$283K 0.12%
3,407
102
$282K 0.12%
11,969
-1,080
103
$276K 0.12%
14,210
104
$271K 0.11%
19,457
+149
105
$266K 0.11%
851
+3
106
$263K 0.11%
1,147
-49
107
$258K 0.11%
1,759
-61
108
$232K 0.1%
1,175
+1,000
109
$230K 0.1%
495
110
$217K 0.09%
3,725
111
$217K 0.09%
1,856
112
$207K 0.09%
2,690
113
$193K 0.08%
5,347
114
$193K 0.08%
1,321
+988
115
$188K 0.08%
1,583
+13
116
$181K 0.08%
222
117
$175K 0.07%
834
+169
118
$170K 0.07%
4,135
119
$167K 0.07%
931
+376
120
$165K 0.07%
450
+174
121
$162K 0.07%
1,159
122
$157K 0.07%
1,960
123
$155K 0.07%
908
+2
124
$153K 0.06%
1,967
+4
125
$119K 0.05%
750
3 4
5
6 7