GIM

Gold Investment Management Portfolio holdings

AUM $266M
1-Year Est. Return 20.42%
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$388K
2
+$209K
3
+$174K
4
RY icon
Royal Bank of Canada
RY
+$151K
5
ILF icon
iShares Latin America 40 ETF
ILF
+$147K

Top Sells

1
+$882K
2
+$563K
3
+$385K
4
MO icon
Altria Group
MO
+$361K
5
LMT icon
Lockheed Martin
LMT
+$301K

Sector Composition

1 Financials 25.19%
2 Industrials 16.44%
3 Technology 13.04%
4 Healthcare 7.9%
5 Energy 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.41K ﹤0.01%
84
177
$6.03K ﹤0.01%
33
178
$5.76K ﹤0.01%
100
179
$5.73K ﹤0.01%
145
-6,191
180
$5.44K ﹤0.01%
+54
181
$5.14K ﹤0.01%
75
182
$4.74K ﹤0.01%
146
+52
183
$4.42K ﹤0.01%
15
184
$4.23K ﹤0.01%
25
185
$4.08K ﹤0.01%
50
186
$4.04K ﹤0.01%
66
-121
187
$3.96K ﹤0.01%
8
+5
188
$3.89K ﹤0.01%
+49
189
$3.53K ﹤0.01%
24
190
$3.39K ﹤0.01%
400
191
$3.22K ﹤0.01%
42
192
$3.05K ﹤0.01%
230
+5
193
$2.84K ﹤0.01%
25
194
$2.43K ﹤0.01%
42
195
$2.42K ﹤0.01%
42
196
$2.39K ﹤0.01%
+72
197
$2.15K ﹤0.01%
+4
198
$2.07K ﹤0.01%
+10
199
$1.77K ﹤0.01%
16
200
$1.67K ﹤0.01%
50
5 6 7
8
9