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
-$461K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$942K
3
+$417K
4
TU icon
Telus
TU
+$353K
5
BN icon
Brookfield
BN
+$348K

Top Sells

1
+$1.49M
2
+$1.13M
3
+$483K
4
TSLA icon
Tesla
TSLA
+$427K
5
AAPL icon
Apple
AAPL
+$193K

Sector Composition

1 Financials 28.69%
2 Industrials 13.53%
3 Technology 11.46%
4 Healthcare 7.22%
5 Energy 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.47K ﹤0.01%
45
177
$7.36K ﹤0.01%
50
178
$6.94K ﹤0.01%
100
179
$6.86K ﹤0.01%
84
180
$6.52K ﹤0.01%
17
181
$6.48K ﹤0.01%
800
+300
182
$6.41K ﹤0.01%
+145
183
$6.07K ﹤0.01%
145
184
$5.95K ﹤0.01%
24
185
$5.74K ﹤0.01%
57
+2
186
$5.57K ﹤0.01%
218
187
$4.82K ﹤0.01%
50
188
$4.82K ﹤0.01%
46
-2
189
$4.7K ﹤0.01%
15
190
$3.94K ﹤0.01%
146
191
$3.84K ﹤0.01%
25
192
$3.72K ﹤0.01%
38
-2
193
$3.56K ﹤0.01%
24
194
$3.27K ﹤0.01%
49
195
$3.14K ﹤0.01%
100
196
$2.83K ﹤0.01%
10
197
$2.74K ﹤0.01%
25
198
$2.69K ﹤0.01%
4
199
$2.64K ﹤0.01%
42
200
$2.43K ﹤0.01%
500
5 6 7
8
9