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
126
$115K 0.05%
555
127
$112K 0.05%
276
128
$108K 0.05%
586
-112
129
$105K 0.04%
199
130
$91K 0.04%
750
131
$85.1K 0.04%
378
132
$80.1K 0.03%
1,666
-58
133
$69K 0.03%
406
+2
134
$66.1K 0.03%
2,328
-1,044
135
$59.5K 0.02%
1,382
136
$58.3K 0.02%
1,091
137
$57.3K 0.02%
336
138
$55K 0.02%
5,474
-51,531
139
$48.6K 0.02%
330
140
$48.2K 0.02%
313
141
$47.1K 0.02%
1,050
142
$46K 0.02%
437
143
$41.8K 0.02%
1,018
+9
144
$41.6K 0.02%
996
145
$35.1K 0.01%
175
146
$30.5K 0.01%
131
147
$29.6K 0.01%
308
148
$29.2K 0.01%
330
149
$28.6K 0.01%
298
150
$27.6K 0.01%
125
4 5
6
7 8