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
126
$125K 0.05%
2,600
+4
127
$109K 0.05%
698
-38
128
$108K 0.05%
555
129
$103K 0.04%
1,959
+10
130
$99.5K 0.04%
199
131
$95K 0.04%
276
132
$89.6K 0.04%
3,372
-6
133
$87.8K 0.04%
1,724
134
$78.2K 0.03%
378
135
$76K 0.03%
750
136
$66.6K 0.03%
404
+2
137
$66.2K 0.03%
693
-35
138
$56.6K 0.02%
336
139
$56.3K 0.02%
884
-241
140
$55.5K 0.02%
1,382
141
$51.6K 0.02%
330
142
$50K 0.02%
437
143
$48.8K 0.02%
1,050
144
$45.6K 0.02%
1,091
145
$45.6K 0.02%
313
146
$42.3K 0.02%
1,009
+8
147
$39K 0.02%
996
148
$31.9K 0.01%
175
149
$30.6K 0.01%
308
150
$28.5K 0.01%
298
4 5
6
7 8