GIM

Gold Investment Management Portfolio holdings

AUM $323M
1-Year Est. Return 38.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$1.63M
2 +$598K
3 +$261K
4
BCE icon
BCE
BCE
+$220K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$174K

Top Sells

1 +$2.14M
2 +$1.6M
3 +$459K
4
SLV icon
iShares Silver Trust
SLV
+$150K
5
SOLS
Solstice Advanced Materials
SOLS
+$53.6K

Sector Composition

1 Financials 27.94%
2 Technology 15.57%
3 Industrials 13.38%
4 Energy 7.81%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SOBO
176
South Bow Corp
SOBO
$6.53B
$5.85K ﹤0.01%
176
CRM icon
177
Salesforce
CRM
$156B
$5.79K ﹤0.01%
31
XLC icon
178
State Street Communication Services Select Sector SPDR ETF
XLC
$25.6B
$5.54K ﹤0.01%
50
ADBE icon
179
Adobe
ADBE
$104B
$4.13K ﹤0.01%
17
MOS icon
180
The Mosaic Company
MOS
$7.82B
$3.72K ﹤0.01%
146
NVO icon
181
Novo Nordisk
NVO
$173B
$3.67K ﹤0.01%
100
QSR icon
182
Restaurant Brands International
QSR
$27.2B
$3.62K ﹤0.01%
49
MCK icon
183
McKesson
MCK
$101B
$3.46K ﹤0.01%
4
DEO icon
184
Diageo
DEO
$44.7B
$3.42K ﹤0.01%
46
EMR icon
185
Emerson Electric
EMR
$80.7B
$3.28K ﹤0.01%
25
QCOM icon
186
Qualcomm
QCOM
$145B
$3.22K ﹤0.01%
25
EXR icon
187
Extra Space Storage
EXR
$30.2B
$3.15K ﹤0.01%
24
VT icon
188
Vanguard Total World Stock ETF
VT
$67.8B
$2.77K ﹤0.01%
20
PGR icon
189
Progressive
PGR
$120B
$1.98K ﹤0.01%
10
AZN icon
190
AstraZeneca
AZN
$304B
$1.97K ﹤0.01%
10
-10
NVS icon
191
Novartis
NVS
$281B
$1.53K ﹤0.01%
10
SNY icon
192
Sanofi
SNY
$113B
$1.45K ﹤0.01%
30
NEE icon
193
NextEra Energy
NEE
$190B
$1.21K ﹤0.01%
13
UL icon
194
Unilever
UL
$125B
$1.2K ﹤0.01%
21
GIB icon
195
CGI
GIB
$16.5B
$1.17K ﹤0.01%
16
RIO icon
196
Rio Tinto
RIO
$163B
$1.12K ﹤0.01%
12
VIG icon
197
Vanguard Dividend Appreciation ETF
VIG
$105B
$1.07K ﹤0.01%
5
FCX icon
198
Freeport-McMoran
FCX
$101B
$1.06K ﹤0.01%
18
SMH icon
199
VanEck Semiconductor ETF
SMH
$53.6B
$767 ﹤0.01%
2
VIS icon
200
Vanguard Industrials ETF
VIS
$7.56B
$624 ﹤0.01%
2