GIM
Gold Investment Management Portfolio holdings
AUM
$266M
This Quarter Return
+9.16%
1 Year Return
+20.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$239M
AUM Growth
+$239M
(+1%)
Cap. Flow
-$15.1M
Cap. Flow
% of AUM
-6.3%
Top 10 Holdings %
Top 10 Hldgs %
27.02%
Holding
215
New
–
Increased
49
Reduced
63
Closed
7
Top Buys
| 1 |
Scotiabank
BNS
|
$1M |
| 2 |
Broadcom
AVGO
|
$894K |
| 3 |
Tesla
TSLA
|
$154K |
| 4 |
BCE
BCE
|
$127K |
| 5 |
Honeywell
HON
|
$124K |
Top Sells
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$2.53M |
| 2 |
Eli Lilly
LLY
|
$1.12M |
| 3 |
Microsoft
MSFT
|
$1M |
| 4 |
Lockheed Martin
LMT
|
$816K |
| 5 |
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% |
