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
$239M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$154K
3
+$127K
4
HON icon
Honeywell
HON
+$124K
5
LRCX icon
Lam Research
LRCX
+$93.8K

Top Sells

1
+$2.53M
2
+$1.12M
3
+$1M
4
LMT icon
Lockheed Martin
LMT
+$816K
5
TSM icon
TSMC
TSM
+$757K

Sector Composition

1 Financials 26.76%
2 Industrials 14.71%
3 Technology 13.39%
4 Healthcare 6.88%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.47K ﹤0.01%
145
177
$6.29K ﹤0.01%
24
178
$6.29K ﹤0.01%
75
179
$5.44K ﹤0.01%
54
180
$4.86K ﹤0.01%
15
181
$4.68K ﹤0.01%
8
182
$4.52K ﹤0.01%
50
183
$4.33K ﹤0.01%
24
184
$4.25K ﹤0.01%
25
185
$3.91K ﹤0.01%
146
186
$3.74K ﹤0.01%
100
187
$3.54K ﹤0.01%
49
188
$2.73K ﹤0.01%
25
189
$2.68K ﹤0.01%
72
190
$2.61K ﹤0.01%
40
-13
191
$2.54K ﹤0.01%
10
192
$2.47K ﹤0.01%
42
193
$2.45K ﹤0.01%
232
+3
194
$2.29K ﹤0.01%
42
195
$1.98K ﹤0.01%
4
196
$1.88K ﹤0.01%
40
197
$1.84K ﹤0.01%
16
198
$1.73K ﹤0.01%
30
199
$1.62K ﹤0.01%
25
200
$1.56K ﹤0.01%
400
5 6 7
8
9