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
126
$113K 0.04%
199
127
$113K 0.04%
586
128
$105K 0.04%
2,612
+1
129
$104K 0.04%
1,785
+112
130
$98.2K 0.04%
233
131
$88.9K 0.03%
657
+4
132
$79K 0.03%
1,258
133
$76.2K 0.03%
2,328
134
$73K 0.03%
1,382
135
$72.6K 0.03%
346
136
$70.2K 0.03%
475
-5,530
137
$67.6K 0.03%
336
138
$64.2K 0.02%
1,091
139
$55.4K 0.02%
773
+4
140
$55.2K 0.02%
101
-3,852
141
$54.6K 0.02%
1,050
142
$48K 0.02%
330
143
$43.4K 0.02%
1,039
+15
144
$40.2K 0.02%
437
145
$38.2K 0.01%
350
-2,000
146
$38K 0.01%
308
147
$37.6K 0.01%
973
-268
148
$36.2K 0.01%
178
-200
149
$36.2K 0.01%
996
150
$34.4K 0.01%
125
4 5
6
7 8