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
-$461K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$942K
3
+$417K
4
TU icon
Telus
TU
+$353K
5
BN icon
Brookfield
BN
+$348K

Top Sells

1
+$1.49M
2
+$1.13M
3
+$483K
4
TSLA icon
Tesla
TSLA
+$427K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.42K ﹤0.01%
241
+6
202
$2.32K ﹤0.01%
20
-106
203
$1.66K ﹤0.01%
30
204
$1.6K ﹤0.01%
16
205
$1.49K ﹤0.01%
25
206
$1.47K ﹤0.01%
20
207
$1.47K ﹤0.01%
42
208
$1.11K ﹤0.01%
10
209
$1.07K ﹤0.01%
400
210
$990 ﹤0.01%
106
211
$969 ﹤0.01%
5
-28
212
$721 ﹤0.01%
12
213
$681 ﹤0.01%
18
214
$495 ﹤0.01%
2
-2
215
$423 ﹤0.01%
2
-2
216
$324 ﹤0.01%
8
-35
217
– –
-8
218
– –
-72
5 6 7 8
9