GF
Gimbal Financial Portfolio holdings
AUM
$163M
1-Year Est. Return
27.55%
1 Year Est. Return
+27.55%
AUM
$163M
AUM Growth
+$51.9M
(+47%)
Holding
54
Top Buys
| 1 | +$16.1M | |
| 2 | +$16M | |
| 3 | +$15.7M | |
| 4 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$15.7M |
| 5 |
iShares US Consumer Discretionary ETF
IYC
|
+$15.6M |
Top Sells
| 1 | +$18.6M | |
| 2 | +$17.6M | |
| 3 | +$13.7M | |
| 4 |
iShares US Financials ETF
IYF
|
+$4.55M |
| 5 |
iShares China Large-Cap ETF
FXI
|
+$2.87M |
Sector Composition
| 1 | Healthcare | 9.58% |
| 2 | Technology | 2.41% |
| 3 | Consumer Staples | 0.62% |
| 4 | Industrials | 0.49% |
| 5 | Consumer Discretionary | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
iShares US Financials ETF
IYF
$3.97B
| – | – |
-40,359
|
|
||
52
Schwab US Dividend Equity ETF
SCHD
$70.3B
| – | – |
-7,875
|
|
||
53
iShares Silver Trust
SLV
$23.5B
| – | – |
-443,682
|
|
||
54
Berkshire Hathaway Class B
BRK.B
$1.03T
| – | – |
-398
|
|