GIM

Gold Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 30.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$699K
3 +$222K
4
UNP icon
Union Pacific
UNP
+$189K
5
TD icon
Toronto Dominion Bank
TD
+$132K

Top Sells

1 +$912K
2 +$584K
3 +$518K
4
LLY icon
Eli Lilly
LLY
+$474K
5
B
Barrick Mining
B
+$423K

Sector Composition

1 Financials 30.27%
2 Technology 15.35%
3 Industrials 12.64%
4 Consumer Discretionary 6.53%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLP icon
176
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.5B
$6.53K ﹤0.01%
84
ADBE icon
177
Adobe
ADBE
$116B
$5.95K ﹤0.01%
17
ITW icon
178
Illinois Tool Works
ITW
$79.9B
$5.91K ﹤0.01%
24
XLC icon
179
State Street Communication Services Select Sector SPDR ETF
XLC
$27B
$5.89K ﹤0.01%
50
XLRE icon
180
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.53B
$5.85K ﹤0.01%
145
SGOV icon
181
iShares 0-3 Month Treasury Bond ETF
SGOV
$74.9B
$5.82K ﹤0.01%
58
NVO icon
182
Novo Nordisk
NVO
$171B
$5.09K ﹤0.01%
100
SOBO
183
South Bow Corp
SOBO
$6.97B
$4.84K ﹤0.01%
176
-41
QCOM icon
184
Qualcomm
QCOM
$145B
$4.28K ﹤0.01%
25
DEO icon
185
Diageo
DEO
$45.5B
$3.97K ﹤0.01%
46
MOS icon
186
The Mosaic Company
MOS
$8.35B
$3.52K ﹤0.01%
146
QSR icon
187
Restaurant Brands International
QSR
$25.6B
$3.34K ﹤0.01%
49
EMR icon
188
Emerson Electric
EMR
$77.8B
$3.32K ﹤0.01%
25
MCK icon
189
McKesson
MCK
$113B
$3.28K ﹤0.01%
4
EXR icon
190
Extra Space Storage
EXR
$31B
$3.13K ﹤0.01%
24
VT icon
191
Vanguard Total World Stock ETF
VT
$61.7B
$2.82K ﹤0.01%
20
PGR icon
192
Progressive
PGR
$123B
$2.28K ﹤0.01%
10
AZN icon
193
AstraZeneca
AZN
$301B
$1.84K ﹤0.01%
20
GIB icon
194
CGI
GIB
$16.3B
$1.48K ﹤0.01%
16
SNY icon
195
Sanofi
SNY
$108B
$1.45K ﹤0.01%
30
NVS icon
196
Novartis
NVS
$306B
$1.38K ﹤0.01%
10
UL icon
197
Unilever
UL
$146B
$1.37K ﹤0.01%
21
-1
VIG icon
198
Vanguard Dividend Appreciation ETF
VIG
$102B
$1.1K ﹤0.01%
5
NEE icon
199
NextEra Energy
NEE
$190B
$1.04K ﹤0.01%
13
RIO icon
200
Rio Tinto
RIO
$147B
$960 ﹤0.01%
12