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
-$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.46M
3
+$233K
4
ASML icon
ASML
ASML
+$231K
5
BNS icon
Scotiabank
BNS
+$145K

Top Sells

1
+$393K
2
+$365K
3
+$211K
4
MSFT icon
Microsoft
MSFT
+$195K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$168K

Sector Composition

1 Financials 28.19%
2 Technology 13.55%
3 Industrials 13.42%
4 Healthcare 6.38%
5 Energy 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25K 0.01%
330
152
$24K 0.01%
131
153
$23.7K 0.01%
98
154
$23K 0.01%
130
155
$22.1K 0.01%
298
156
$21.5K 0.01%
450
157
$19.6K 0.01%
59
158
$19.3K 0.01%
445
159
$19.1K 0.01%
250
160
$18.1K 0.01%
252
161
$16.7K 0.01%
100
162
$14.8K 0.01%
126
-11
163
$13.7K 0.01%
113
164
$11.3K ﹤0.01%
182
165
$10.9K ﹤0.01%
200
166
$10.4K ﹤0.01%
31
167
$10.3K ﹤0.01%
+258
168
$9.79K ﹤0.01%
33
169
$8.67K ﹤0.01%
82
170
$8.6K ﹤0.01%
100
171
$8.12K ﹤0.01%
50
172
$7.75K ﹤0.01%
45
173
$7.68K ﹤0.01%
100
174
$7.56K ﹤0.01%
17
175
$6.92K ﹤0.01%
234
+2
5 6
7
8 9