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
126
$117K 0.05%
1,422
127
$116K 0.05%
233
128
$115K 0.05%
744
129
$111K 0.05%
1,807
130
$103K 0.04%
586
131
$102K 0.04%
199
132
$97.9K 0.04%
653
+245
133
$95.1K 0.04%
2,611
+1
134
$90.6K 0.04%
1,258
135
$87.3K 0.04%
+1,864
136
$83.1K 0.04%
1,673
-94
137
$81.1K 0.03%
378
138
$72.1K 0.03%
2,328
139
$60.2K 0.03%
1,382
140
$59K 0.02%
346
+216
141
$58K 0.02%
336
142
$55.2K 0.02%
330
143
$55.1K 0.02%
769
+587
144
$52.7K 0.02%
1,091
145
$49.4K 0.02%
1,050
146
$45.9K 0.02%
437
147
$44.3K 0.02%
1,024
+15
148
$42.2K 0.02%
1,241
+215
149
$36.8K 0.02%
996
150
$33.2K 0.01%
125
4 5
6
7 8