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
$237M
AUM Growth
-$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.46M
3
+$233K
4
ASML icon
ASML
ASML
+$231K
5
BNS icon
Scotiabank
BNS
+$145K

Top Sells

1
+$393K
2
+$365K
3
+$211K
4
MSFT icon
Microsoft
MSFT
+$195K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$168K

Sector Composition

1 Financials 28.19%
2 Technology 13.55%
3 Industrials 13.42%
4 Healthcare 6.38%
5 Energy 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.7K ﹤0.01%
75
177
$6.6K ﹤0.01%
84
178
$6.46K ﹤0.01%
+33
179
$6.1K ﹤0.01%
48
180
$6.08K ﹤0.01%
24
181
$5.9K ﹤0.01%
145
182
$5.52K ﹤0.01%
55
+1
183
$5.23K ﹤0.01%
15
184
$5.14K ﹤0.01%
+218
185
$4.84K ﹤0.01%
50
186
$4.71K ﹤0.01%
+500
187
$4.32K ﹤0.01%
40
188
$4.05K ﹤0.01%
8
189
$3.86K ﹤0.01%
+500
190
$3.84K ﹤0.01%
25
191
$3.59K ﹤0.01%
24
192
$3.59K ﹤0.01%
146
193
$3.2K ﹤0.01%
100
194
$3.19K ﹤0.01%
49
195
$3.1K ﹤0.01%
25
196
$2.69K ﹤0.01%
72
197
$2.4K ﹤0.01%
10
198
$2.39K ﹤0.01%
42
199
$2.33K ﹤0.01%
235
+3
200
$2.28K ﹤0.01%
4
5 6 7
8
9