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
1
$6.94M 2.93%
18,493
-3,965
2
$6.8M 2.87%
113,463
+5,382
3
$6.58M 2.78%
138,669
+6,641
4
$6.31M 2.67%
38,038
-2,910
5
$5.97M 2.52%
191,492
+8,275
6
$5.81M 2.46%
82,823
+3,547
7
$5.7M 2.41%
147,142
+2,328
8
$5.15M 2.18%
147,684
+9,964
9
$5.12M 2.17%
45,469
+1,403
10
$4.9M 2.07%
50,322
+2,601
11
$4.81M 2.03%
20,352
+191
12
$4.7M 1.98%
157,793
+14,020
13
$4.69M 1.98%
19,123
+242
14
$4.04M 1.71%
27,821
+667
15
$3.98M 1.68%
8,920
+309
16
$3.89M 1.64%
83,471
+4,212
17
$3.68M 1.56%
88,282
-2,638
18
$3.64M 1.54%
62,736
+2,528
19
$3.6M 1.52%
41,048
+614
20
$3.5M 1.48%
118,809
+1,422
21
$3.42M 1.45%
75,064
+4,247
22
$3.4M 1.44%
66,817
23
$3.3M 1.39%
15,966
+1,058
24
$3.22M 1.36%
5,764
-114
25
$3.2M 1.35%
72,336
+3,903
1
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