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
$236M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$39.8K
3
+$27.9K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$26.8K
5
NDAQ icon
Nasdaq
NDAQ
+$26.3K

Top Sells

1
+$2.87M
2
+$778K
3
+$698K
4
CP icon
Canadian Pacific Kansas City
CP
+$682K
5
FTS icon
Fortis
FTS
+$437K

Sector Composition

1 Financials 24.66%
2 Industrials 15.12%
3 Technology 14.84%
4 Healthcare 7.68%
5 Energy 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.05K ﹤0.01%
48
177
$6.02K ﹤0.01%
33
178
$5.99K ﹤0.01%
100
179
$5.78K ﹤0.01%
75
180
$5.69K ﹤0.01%
24
181
$5.57K ﹤0.01%
145
182
$5.44K ﹤0.01%
54
183
$4.98K ﹤0.01%
25
184
$4.28K ﹤0.01%
50
185
$4.22K ﹤0.01%
146
186
$4.15K ﹤0.01%
15
187
$4.07K ﹤0.01%
8
188
$3.73K ﹤0.01%
24
189
$3.45K ﹤0.01%
49
190
$3.38K ﹤0.01%
100
191
$3.01K ﹤0.01%
53
-13
192
$2.87K ﹤0.01%
229
-1
193
$2.75K ﹤0.01%
25
194
$2.38K ﹤0.01%
72
195
$2.34K ﹤0.01%
4
196
$2.31K ﹤0.01%
400
197
$2.27K ﹤0.01%
42
198
$2.23K ﹤0.01%
42
199
$2.08K ﹤0.01%
10
200
$1.66K ﹤0.01%
50
5 6 7
8
9