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
51
-1,129