GIM
Gold Investment Management Portfolio holdings
AUM
$266M
1-Year Return
20.42%
This Quarter Return
-1.01%
1 Year Return
+20.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$237M
AUM Growth
-$1.75M
(-0.73%)
Cap. Flow
+$5.54M
Cap. Flow
% of AUM
2.34%
Top 10 Holdings %
Top 10 Hldgs %
26.47%
Holding
215
New
7
Increased
73
Reduced
27
Closed
–
Top Buys
| 1 |
Tesla
TSLA
|
$2.49M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$2.46M |
| 3 |
Toyota
TM
|
$233K |
| 4 |
ASML
ASML
|
$231K |
| 5 |
Scotiabank
BNS
|
$145K |
Top Sells
| 1 |
BCE
BCE
|
$393K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$365K |
| 3 |
Walmart
WMT
|
$211K |
| 4 |
Microsoft
MSFT
|
$195K |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$168K |
Sector Composition
| 1 | Financials | 28.19% |
| 2 | Technology | 13.55% |
| 3 | Industrials | 13.42% |
| 4 | Healthcare | 6.38% |
| 5 | Energy | 6% |
