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
$247M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$388K
2
+$209K
3
+$174K
4
RY icon
Royal Bank of Canada
RY
+$151K
5
ILF icon
iShares Latin America 40 ETF
ILF
+$147K

Top Sells

1
+$882K
2
+$563K
3
+$385K
4
MO icon
Altria Group
MO
+$361K
5
LMT icon
Lockheed Martin
LMT
+$301K

Sector Composition

1 Financials 25.19%
2 Industrials 16.44%
3 Technology 13.04%
4 Healthcare 7.9%
5 Energy 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$30.5K 0.01%
298
152
$27.4K 0.01%
133
-9
153
$26.9K 0.01%
125
154
$25.9K 0.01%
131
155
$24.4K 0.01%
316
156
$22.1K 0.01%
242
+1
157
$20.5K 0.01%
280
158
$20.1K 0.01%
450
159
$19.2K 0.01%
250
160
$18.4K 0.01%
59
+9
161
$16.6K 0.01%
445
162
$15.9K 0.01%
252
163
$15.1K 0.01%
137
+2
164
$13.8K 0.01%
200
165
$12.8K 0.01%
100
166
$11.5K ﹤0.01%
113
+19
167
$10.7K ﹤0.01%
82
168
$9.34K ﹤0.01%
31
169
$8.58K ﹤0.01%
17
170
$8.52K ﹤0.01%
226
171
$7.66K ﹤0.01%
50
172
$7.51K ﹤0.01%
33
+8
173
$7.14K ﹤0.01%
48
174
$7.04K ﹤0.01%
45
175
$6.44K ﹤0.01%
24
5 6
7
8 9