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
$239M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$154K
3
+$127K
4
HON icon
Honeywell
HON
+$124K
5
LRCX icon
Lam Research
LRCX
+$93.8K

Top Sells

1
+$2.53M
2
+$1.12M
3
+$1M
4
LMT icon
Lockheed Martin
LMT
+$816K
5
TSM icon
TSMC
TSM
+$757K

Sector Composition

1 Financials 26.76%
2 Industrials 14.71%
3 Technology 13.39%
4 Healthcare 6.88%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.56K ﹤0.01%
20
202
$1.15K ﹤0.01%
10
203
$1.1K ﹤0.01%
13
204
$1.03K ﹤0.01%
4
205
$982 ﹤0.01%
4
206
$899 ﹤0.01%
18
207
$854 ﹤0.01%
12
208
$188 ﹤0.01%
8
+3
209
– –
-7
210
– –
-15
211
– –
-50
212
– –
-10
213
– –
-241
214
– –
-33
215
– –
-41,954
5 6 7 8
9