GL

Gerber LLC Portfolio holdings

AUM $179M
1-Year Est. Return 25.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$8.12M
3 +$3.63M
4
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$2.37M
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$1.11M

Top Sells

1 +$3.84M
2 +$496K
3 +$466K
4
AON icon
Aon
AON
+$318K
5
XXRP
Teucrium 2x Long Daily XRP ETF
XXRP
+$286K

Sector Composition

1 Technology 10.98%
2 Financials 6.67%
3 Healthcare 1.49%
4 Industrials 1.42%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XOM icon
76
Exxon Mobil
XOM
$599B
$231K 0.13%
1,916
PLTR icon
77
Palantir
PLTR
$375B
$228K 0.13%
1,283
XLF icon
78
State Street Financial Select Sector SPDR ETF
XLF
$55.4B
$220K 0.12%
4,024
+8
MRK icon
79
Merck
MRK
$289B
$219K 0.12%
+2,081
VOO icon
80
Vanguard S&P 500 ETF
VOO
$845B
$217K 0.12%
346
+2
PCAR icon
81
PACCAR
PCAR
$66.5B
$206K 0.11%
+1,882
FSCO
82
FS Credit Opportunities Corp
FSCO
$1.17B
$88.7K 0.05%
14,077
GOSS icon
83
Gossamer Bio
GOSS
$613M
$87.6K 0.05%
28,249
RMNI icon
84
Rimini Street
RMNI
$300M
$69.5K 0.04%
17,915
-12,830
SURG icon
85
SurgePays
SURG
$25.1M
$22.4K 0.01%
13,400
AIRE icon
86
reAlpha
AIRE
$47M
$7.93K ﹤0.01%
19,000
CAT icon
87
Caterpillar
CAT
$326B
-487
IPO icon
88
Renaissance IPO ETF
IPO
$128M
-4,071
KMI icon
89
Kinder Morgan
KMI
$67.1B
-7,196
XXRP
90
Teucrium 2x Long Daily XRP ETF
XXRP
$135M
-8,844