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
-$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.46M
3
+$233K
4
ASML icon
ASML
ASML
+$231K
5
BNS icon
Scotiabank
BNS
+$145K

Top Sells

1
+$393K
2
+$365K
3
+$211K
4
MSFT icon
Microsoft
MSFT
+$195K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$168K

Sector Composition

1 Financials 28.19%
2 Technology 13.55%
3 Industrials 13.42%
4 Healthcare 6.38%
5 Energy 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.75K ﹤0.01%
16
202
$1.7K ﹤0.01%
43
+3
203
$1.69K ﹤0.01%
42
204
$1.57K ﹤0.01%
400
205
$1.5K ﹤0.01%
+106
206
$1.45K ﹤0.01%
30
207
$1.42K ﹤0.01%
25
208
$1.31K ﹤0.01%
20
209
$1.02K ﹤0.01%
4
210
$973 ﹤0.01%
10
211
$969 ﹤0.01%
4
212
$932 ﹤0.01%
13
213
$706 ﹤0.01%
12
214
$685 ﹤0.01%
18
215
$160 ﹤0.01%
8
5 6 7 8
9