GF
Gimbal Financial Portfolio holdings
AUM
$167M
1-Year Est. Return
29.52%
1 Year Est. Return
+29.52%
AUM
$167M
AUM Growth
+$3.76M
(+2.3%)
Holding
58
Top Buys
| 1 | +$17.6M | |
| 2 | +$8.44M | |
| 3 | +$5.2M | |
| 4 |
iShares MSCI Global Gold Miners ETF
RING
|
+$4.93M |
| 5 |
iShares International Select Dividend ETF
IDV
|
+$1.77M |
Top Sells
| 1 | +$16.1M | |
| 2 | +$15.9M | |
| 3 | +$8.88M | |
| 4 |
Eli Lilly
LLY
|
+$2.34M |
| 5 |
Pacer Trendpilot US Mid Cap ETF
PTMC
|
+$1.66M |
Sector Composition
| 1 | Healthcare | 7.97% |
| 2 | Technology | 2.93% |
| 3 | Consumer Staples | 0.67% |
| 4 | Industrials | 0.45% |
| 5 | Financials | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ETHA
51
iShares Ethereum Trust ETF
ETHA
$1.78B
| $217K | 0.13% |
+6,873
|
|
||
52
Invesco QQQ Trust
QQQ
$404B
| $213K | 0.13% |
+355
|
|
||
53
Capital Group Dividend Value ETF
CGDV
$25.5B
| $211K | 0.13% |
+5,018
|
|
||
54
NVIDIA
NVDA
$4.25T
| $206K | 0.12% |
+1,102
|
|
||
55
Navitas Semiconductor
NVTS
$1.98B
| $88.8K | 0.05% |
+12,300
|
|
||
56
Fidelity MSCI Utilities Index ETF
FUTY
$2.14B
| – | – |
-168,867
|
|
||
57
iShares Expanded Tech-Software Sector ETF
IGV
$8.35B
| – | – |
-146,995
|
|
||
|
58
Pacer Trendpilot US Mid Cap ETF
PTMC
$401M
| – | – |
-47,543
|
|