GIM

Gold Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 30.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$964K
3
+$594K
4
TSM icon
TSMC
TSM
+$550K
5
AMAT icon
Applied Materials
AMAT
+$486K

Top Sells

1
+$1.92M
2
+$1.77M
3
+$1.42M
4
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$1.15M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.05M

Sector Composition

1 Financials 29.93%
2 Technology 15.04%
3 Industrials 13.47%
4 Healthcare 6.13%
5 Energy 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$270K 0.1%
945
102
$268K 0.1%
1,760
+1
103
$267K 0.1%
19,621
+164
104
$262K 0.1%
1,856
105
$254K 0.1%
854
+3
106
$236K 0.09%
495
107
$234K 0.09%
3,725
108
$198K 0.07%
1,147
109
$197K 0.07%
2,690
110
$191K 0.07%
906
-25
111
$181K 0.07%
1,321
112
$177K 0.07%
1,974
+7
113
$177K 0.07%
222
114
$174K 0.07%
1,597
+14
115
$168K 0.06%
450
116
$163K 0.06%
2,723
+859
117
$159K 0.06%
1,960
118
$147K 0.06%
910
+2
119
$138K 0.05%
1,807
120
$133K 0.05%
750
121
$131K 0.05%
744
122
$131K 0.05%
1,422
123
$130K 0.05%
850
-309
124
$126K 0.05%
3,447
-1,900
125
$117K 0.04%
2,692
-4,789
3 4
5
6 7