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
1
$23.5M 17.31%
42,048
+398
2
$19.9M 14.61%
338,574
+3,723
3
$17M 12.51%
18,201
-414
4
$14.1M 10.36%
+308,614
5
$9.21M 6.78%
127,654
+123,696
6
$8.6M 6.33%
+143,814
7
$8.19M 6.03%
238,821
+184,974
8
$7.89M 5.8%
82,865
+673
9
$4.32M 3.18%
+75,917
10
$3.27M 2.41%
64,258
+6,025
11
$3.26M 2.4%
44,641
+4,078
12
$1.42M 1.04%
3,115
-73
13
$1.38M 1.01%
26,045
+2,507
14
$1.37M 1.01%
5,351
-1,756
15
$1.09M 0.8%
5,431
16
$1.02M 0.75%
4,487
+785
17
$735K 0.54%
4,909
+9
18
$691K 0.51%
2,548
19
$631K 0.46%
3,396
-143
20
$578K 0.43%
3,113
+320
21
$531K 0.39%
954
-107
22
$525K 0.39%
7,524
-199
23
$497K 0.37%
2,927
+3
24
$466K 0.34%
2,171
25
$459K 0.34%
27,045
1
2 3