GF
Gimbal Financial Portfolio holdings
AUM
$163M
1-Year Est. Return
27.55%
1 Year Est. Return
+27.55%
AUM
$111M
AUM Growth
-$11.4M
(-9.3%)
Holding
52
Top Buys
| 1 | +$13.7M | |
| 2 | +$7.2M | |
| 3 | +$4.55M | |
| 4 |
iShares China Large-Cap ETF
FXI
|
+$2.87M |
| 5 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
+$507K |
Top Sells
| 1 | +$7.72M | |
| 2 | +$6.77M | |
| 3 | +$6.34M | |
| 4 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$5.6M |
| 5 |
iShares US Regional Banks ETF
IAT
|
+$4.42M |
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Invesco S&P MidCap Momentum ETF
XMMO
$5.99B
| – | – |
-54,815
|
|
||
|
ARTY
52
iShares Future AI & Tech ETF
ARTY
$1.76B
| – | – |
-107,374
|
|