GF
Gimbal Financial Portfolio holdings
AUM
$163M
1-Year Return
27.55%
This Quarter Return
+11.11%
1 Year Return
+27.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
+$22.5M
(+23%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
9.91%
Top 10 Holdings %
Top 10 Hldgs %
84.14%
Holding
48
New
7
Increased
12
Reduced
13
Closed
2
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$19.4M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$7.2M |
| 3 |
iShares US Medical Devices ETF
IHI
|
$5.7M |
| 4 |
iShares US Utilities ETF
IDU
|
$3.49M |
| 5 |
iShares US Transportation ETF
IYT
|
$1.14M |
Top Sells
| 1 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$13.5M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$7.21M |
| 3 |
iShares Global Tech ETF
IXN
|
$5.15M |
| 4 |
Fidelity MSCI Communication Services Index ETF
FCOM
|
$966K |
| 5 |
iShares Semiconductor ETF
SOXX
|
$891K |
Sector Composition
| 1 | Healthcare | 13.61% |
| 2 | Technology | 3.09% |
| 3 | Industrials | 0.8% |
| 4 | Consumer Staples | 0.8% |
| 5 | Energy | 0.43% |
