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
1
$9.84M 4.12%
22,921
-2,332
2
$7.19M 3.01%
40,924
-4,310
3
$7.04M 2.95%
129,335
+18,398
4
$6.72M 2.81%
106,203
-8,857
5
$6.71M 2.81%
78,526
-7,148
6
$5.54M 2.32%
47,414
-2,420
7
$5.46M 2.28%
26,842
-1,447
8
$5.43M 2.27%
43,534
-5,981
9
$5.35M 2.24%
181,177
-17,837
10
$5.25M 2.2%
142,396
-1,188
11
$4.97M 2.08%
8,507
-1,398
12
$4.93M 2.07%
140,514
-4,396
13
$4.92M 2.06%
20,023
-2,652
14
$4.84M 2.03%
90,905
-13,469
15
$4.73M 1.98%
78,568
-2,153
16
$4.04M 1.69%
19,186
-41
17
$4.03M 1.69%
116,727
+363
18
$3.82M 1.6%
60,399
+28
19
$3.73M 1.56%
6,501
-309
20
$3.66M 1.53%
105,149
+3,646
21
$3.58M 1.5%
90,628
-3,104
22
$3.54M 1.48%
66,817
23
$3.46M 1.45%
15,339
-789
24
$3.43M 1.44%
42,765
-5,101
25
$3.33M 1.39%
54,225
+387
1
2 3 4 5