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
$313M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$699K
3 +$222K
4
UNP icon
Union Pacific
UNP
+$189K
5
TD icon
Toronto Dominion Bank
TD
+$132K

Top Sells

1 +$912K
2 +$584K
3 +$518K
4
LLY icon
Eli Lilly
LLY
+$474K
5
B
Barrick Mining
B
+$423K

Sector Composition

1 Financials 30.27%
2 Technology 15.35%
3 Industrials 12.64%
4 Consumer Discretionary 6.53%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GILD icon
151
Gilead Sciences
GILD
$179B
$34.4K 0.01%
280
CME icon
152
CME Group
CME
$114B
$34.1K 0.01%
125
GE icon
153
GE Aerospace
GE
$339B
$30.8K 0.01%
100
CMCSA icon
154
Comcast
CMCSA
$115B
$29.8K 0.01%
996
AVB icon
155
AvalonBay Communities
AVB
$24.9B
$28.5K 0.01%
157
-21
EMA
156
Emera Inc
EMA
$15.8B
$28.3K 0.01%
575
USB icon
157
US Bancorp
USB
$81.4B
$24K 0.01%
450
AMT icon
158
American Tower
AMT
$87.9B
$23K 0.01%
131
BIPC icon
159
Brookfield Infrastructure
BIPC
$5.54B
$20K 0.01%
441
+119
ETN icon
160
Eaton
ETN
$135B
$18.8K 0.01%
59
TJX icon
161
TJX Companies
TJX
$177B
$17.4K 0.01%
113
MKC icon
162
McCormick & Company Non-Voting
MKC
$17.4B
$17K 0.01%
250
VCSH icon
163
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
$16.1K 0.01%
202
TTE icon
164
TotalEnergies
TTE
$167B
$13.1K ﹤0.01%
200
UDR icon
165
UDR
UDR
$12.2B
$12.8K ﹤0.01%
349
-96
EQR icon
166
Equity Residential
EQR
$23.7B
$12.4K ﹤0.01%
197
-55
AXP icon
167
American Express
AXP
$207B
$12.2K ﹤0.01%
33
BK icon
168
Bank of New York Mellon
BK
$79.3B
$11.6K ﹤0.01%
100
PLD icon
169
Prologis
PLD
$125B
$10.5K ﹤0.01%
82
BP icon
170
BP
BP
$104B
$8.4K ﹤0.01%
242
+2
SPG icon
171
Simon Property Group
SPG
$63.3B
$8.33K ﹤0.01%
45
CRM icon
172
Salesforce
CRM
$187B
$8.21K ﹤0.01%
31
CMI icon
173
Cummins
CMI
$74.5B
$7.66K ﹤0.01%
15
BSX icon
174
Boston Scientific
BSX
$106B
$7.15K ﹤0.01%
75
VET icon
175
Vermilion Energy
VET
$1.74B
$6.66K ﹤0.01%
800