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
-$461K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$942K
3
+$417K
4
TU icon
Telus
TU
+$353K
5
BN icon
Brookfield
BN
+$348K

Top Sells

1
+$1.49M
2
+$1.13M
3
+$483K
4
TSLA icon
Tesla
TSLA
+$427K
5
AAPL icon
Apple
AAPL
+$193K

Sector Composition

1 Financials 28.69%
2 Industrials 13.53%
3 Technology 11.46%
4 Healthcare 7.22%
5 Energy 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$31.4K 0.01%
280
152
$30.4K 0.01%
308
153
$28.5K 0.01%
131
154
$28.2K 0.01%
98
155
$21K 0.01%
298
156
$20.9K 0.01%
330
157
$20.6K 0.01%
250
158
$20.1K 0.01%
445
159
$20K 0.01%
100
160
$19K 0.01%
450
161
$18K 0.01%
252
162
$16K 0.01%
59
163
$15.9K 0.01%
202
-132
164
$13.8K 0.01%
113
165
$12.9K 0.01%
200
166
$11.9K 0.01%
+45
167
$9.43K ﹤0.01%
133
+120
168
$9.43K ﹤0.01%
18
+10
169
$9.32K ﹤0.01%
258
170
$9.17K ﹤0.01%
82
171
$8.88K ﹤0.01%
33
172
$8.39K ﹤0.01%
100
173
$8.32K ﹤0.01%
31
174
$7.91K ﹤0.01%
234
175
$7.57K ﹤0.01%
75
5 6
7
8 9