GF
Gimbal Financial Portfolio holdings
AUM $111M
AUM
$111M
AUM Growth
-$11.4M (-9%)
Cap. Flow
+$16.6M
Cap. Flow % of AUM
14.97%
Top 10 Holdings %Top 10 Hldgs %
88.17%
Holding
52
New
4
Increased
14
Reduced
13
Closed
12
Top Buys
| 1 | $13.7M | |
| 2 | $7.2M | |
| 3 | $4.55M | |
| 4 | $2.87M | |
| 5 | $507K |
Top Sells
| 1 | $7.72M | |
| 2 | $5.6M | |
| 3 | $110K | |
| 4 | $76.2K | |
| 5 | $64K |
Sector Composition
| 1 | Healthcare | 15.54% |
| 2 | Technology | 3.13% |
| 3 | Consumer Staples | 0.85% |
| 4 | Financials | 0.69% |
| 5 | Industrials | 0.63% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -54,815 | Closed | – | |||
| $0 | 0% | 0 -107,374 | Closed | – |
