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
$154M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$6.61M
3
+$5.31M
4
IAT icon
iShares US Regional Banks ETF
IAT
+$4.28M
5
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$3.75M

Top Sells

1
+$8.19M
2
+$4.32M
3
+$3.22M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.21M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.37M

Sector Composition

1 Healthcare 12.1%
2 Technology 2.57%
3 Consumer Staples 0.76%
4 Industrials 0.62%
5 Materials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-8,859
52
– –
-5,351
53
– –
-1,904
54
– –
-238,821
1 2
3