GL

Gerber LLC Portfolio holdings

AUM $159M
1-Year Est. Return 36.98%
This Quarter Est. Return
1 Year Est. Return
+36.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$6.91M
2 +$2.27M
3 +$1.04M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$877K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$315K

Top Sells

1 +$849K
2 +$688K
3 +$687K
4
HBAN icon
Huntington Bancshares
HBAN
+$456K
5
BLDR icon
Builders FirstSource
BLDR
+$296K

Sector Composition

1 Technology 16.1%
2 Consumer Discretionary 10.13%
3 Financials 9.5%
4 Healthcare 4.55%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-16,893