GF

Gimbal Financial Portfolio holdings

AUM $163M
1-Year Est. Return 27.55%
This Quarter Est. Return
1 Year Est. Return
+27.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$8.93M
3
+$8.6M
4
ARTY
iShares Future AI & Tech ETF
ARTY
+$6.35M
5
INDA icon
iShares MSCI India ETF
INDA
+$4.32M

Top Sells

1
+$14M
2
+$9.35M
3
+$7.66M
4
IDU icon
iShares US Utilities ETF
IDU
+$3.49M
5
IYT icon
iShares US Transportation ETF
IYT
+$1.14M

Sector Composition

1 Healthcare 14.06%
2 Technology 3.13%
3 Consumer Staples 0.78%
4 Industrials 0.72%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$450K 0.33%
2,168
+384
27
$433K 0.32%
9,253
28
$408K 0.3%
1,154
29
$337K 0.25%
11,220
30
$326K 0.24%
1,002
31
$314K 0.23%
3,210
32
$303K 0.22%
2,906
+2
33
$297K 0.22%
8,859
-42
34
$280K 0.21%
569
+1
35
$280K 0.21%
12,289
+38
36
$278K 0.2%
8,218
+1
37
$271K 0.2%
2,374
38
$248K 0.18%
2,246
+3
39
$247K 0.18%
1,785
40
$226K 0.17%
3,588
41
$216K 0.16%
+1,904
42
$209K 0.15%
+1,500
43
$207K 0.15%
7,875
44
– –
-1,150
45
– –
-41,308
46
– –
-130,768
47
– –
-66,432
48
– –
-124,988
49
– –
-16,240
50
– –
-379
1
2
3