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
$266M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1 +$2.32M
2 +$1.01M
3 +$670K
4
TM icon
Toyota
TM
+$564K
5
AMAT icon
Applied Materials
AMAT
+$562K

Top Sells

1 +$2.11M
2 +$2M
3 +$1.51M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.25M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$1.15M

Sector Composition

1 Financials 29.93%
2 Technology 15.04%
3 Industrials 13.47%
4 Healthcare 6.13%
5 Energy 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLRE icon
176
Real Estate Select Sector SPDR Fund
XLRE
$7.64B
$6.05K ﹤0.01%
145
VET icon
177
Vermilion Energy
VET
$1.38B
$5.84K ﹤0.01%
800
SGOV icon
178
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$5.82K ﹤0.01%
58
+1
SOBO
179
South Bow Corp
SOBO
$5.71B
$5.63K ﹤0.01%
217
-1
XLC icon
180
The Communication Services Select Sector SPDR Fund
XLC
$26.6B
$5.39K ﹤0.01%
50
MOS icon
181
The Mosaic Company
MOS
$8.27B
$5.37K ﹤0.01%
146
CMI icon
182
Cummins
CMI
$63.9B
$4.94K ﹤0.01%
15
DEO icon
183
Diageo
DEO
$52.6B
$4.78K ﹤0.01%
46
QCOM icon
184
Qualcomm
QCOM
$186B
$3.98K ﹤0.01%
25
EXR icon
185
Extra Space Storage
EXR
$28.2B
$3.61K ﹤0.01%
24
EMR icon
186
Emerson Electric
EMR
$71.7B
$3.39K ﹤0.01%
25
QSR icon
187
Restaurant Brands International
QSR
$22.5B
$3.31K ﹤0.01%
49
MCK icon
188
McKesson
MCK
$104B
$2.91K ﹤0.01%
4
PGR icon
189
Progressive
PGR
$132B
$2.64K ﹤0.01%
10
VT icon
190
Vanguard Total World Stock ETF
VT
$54.7B
$2.57K ﹤0.01%
20
GIB icon
191
CGI
GIB
$19B
$1.68K ﹤0.01%
16
UL icon
192
Unilever
UL
$145B
$1.54K ﹤0.01%
25
SNY icon
193
Sanofi
SNY
$127B
$1.47K ﹤0.01%
30
TIXT
194
DELISTED
TELUS International
TIXT
$1.45K ﹤0.01%
400
AZN icon
195
AstraZeneca
AZN
$276B
$1.43K ﹤0.01%
20
NVS icon
196
Novartis
NVS
$252B
$1.23K ﹤0.01%
10
VIG icon
197
Vanguard Dividend Appreciation ETF
VIG
$98.5B
$1.03K ﹤0.01%
5
NEE icon
198
NextEra Energy
NEE
$175B
$950 ﹤0.01%
13
-120
FCX icon
199
Freeport-McMoran
FCX
$57.7B
$793 ﹤0.01%
18
RIO icon
200
Rio Tinto
RIO
$115B
$700 ﹤0.01%
12