GIM
Gold Investment Management Portfolio holdings
AUM
$266M
1-Year Return
20.42%
This Quarter Return
-1.53%
1 Year Return
+20.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$237M
AUM Growth
-$461K
(-0.19%)
Cap. Flow
+$6.47M
Cap. Flow
% of AUM
2.73%
Top 10 Holdings %
Top 10 Hldgs %
25.06%
Holding
218
New
3
Increased
90
Reduced
35
Closed
2
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.07M |
| 2 |
BCE
BCE
|
$942K |
| 3 |
Brookfield Infrastructure Partners
BIP
|
$417K |
| 4 |
Telus
TU
|
$353K |
| 5 |
Brookfield
BN
|
$348K |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.49M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.13M |
| 3 |
TSMC
TSM
|
$483K |
| 4 |
Tesla
TSLA
|
$427K |
| 5 |
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% |
