GIM

Gold Investment Management Portfolio holdings

AUM $266M
1-Year Est. Return 20.42%
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$39.8K
3
+$27.9K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$26.8K
5
NDAQ icon
Nasdaq
NDAQ
+$26.3K

Top Sells

1
+$2.87M
2
+$778K
3
+$698K
4
CP icon
Canadian Pacific Kansas City
CP
+$682K
5
FTS icon
Fortis
FTS
+$437K

Sector Composition

1 Financials 24.66%
2 Industrials 15.12%
3 Technology 14.84%
4 Healthcare 7.68%
5 Energy 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.62K ﹤0.01%
40
+1
202
$1.6K ﹤0.01%
16
203
$1.56K ﹤0.01%
20
204
$1.46K ﹤0.01%
30
205
$1.38K ﹤0.01%
25
206
$1.16K ﹤0.01%
10
207
$1.06K ﹤0.01%
10
208
$1.04K ﹤0.01%
4
209
$941 ﹤0.01%
4
210
$921 ﹤0.01%
13
211
$875 ﹤0.01%
18
212
$791 ﹤0.01%
12
213
$155 ﹤0.01%
5
214
$75 ﹤0.01%
15
215
$32 ﹤0.01%
7
216
– –
-500
217
– –
0
5 6 7 8
9