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
$236M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$39.8K
3
+$27.9K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$26.8K
5
NDAQ icon
Nasdaq
NDAQ
+$26.3K

Top Sells

1
+$2.87M
2
+$778K
3
+$698K
4
CP icon
Canadian Pacific Kansas City
CP
+$682K
5
FTS icon
Fortis
FTS
+$437K

Sector Composition

1 Financials 24.66%
2 Industrials 15.12%
3 Technology 14.84%
4 Healthcare 7.68%
5 Energy 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25.5K 0.01%
131
152
$24.9K 0.01%
330
153
$24.6K 0.01%
125
154
$24.6K 0.01%
318
+2
155
$21.1K 0.01%
98
-35
156
$19.2K 0.01%
280
157
$18.8K 0.01%
241
-1
158
$18.5K 0.01%
59
159
$18.3K 0.01%
445
160
$17.9K 0.01%
450
161
$17.7K 0.01%
250
162
$17.5K 0.01%
252
163
$15.9K 0.01%
+100
164
$15.4K 0.01%
137
165
$14.3K 0.01%
100
166
$13.3K 0.01%
200
167
$12.4K 0.01%
113
168
$9.44K ﹤0.01%
17
169
$9.21K ﹤0.01%
82
170
$8.23K ﹤0.01%
228
+2
171
$7.97K ﹤0.01%
31
172
$7.64K ﹤0.01%
33
173
$6.83K ﹤0.01%
45
174
$6.82K ﹤0.01%
50
175
$6.43K ﹤0.01%
84
5 6
7
8 9