Asset Manager
← All Institutions
Gimbal Financial
Market Value
$0
-100.0%
Holdings
54
-3
New Purchases
0
Added To
0
Closed
54
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 21 | $0 | 0% |
| Large Cap | 19 | $0 | 0% |
| Mid Cap | 8 | $0 | 0% |
| Small Cap | 5 | $0 | 0% |
| Micro Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$562.0B
Median Market Cap
$95.7B
Avg P/E
40.5
Median P/E
32.1
Avg Dividend Yield
0.01%
Avg Beta
1.04
# Stocks
22
# ETFs / Funds
32
Top Holdings (54 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ABT | —% | — | — | — | -$380K | -2,837 | -100.0% | SOLD |
| 2 | HD | —% | — | — | — | -$388K | -957 | -100.0% | SOLD |
| 3 | ABBV | —% | — | — | — | -$721K | -3,112 | -100.0% | SOLD |
| 4 | CL | —% | — | — | — | -$258K | -3,233 | -100.0% | SOLD |
| 5 | JPM | —% | — | — | — | -$743K | -2,355 | -100.0% | SOLD |
| 6 | BTU | —% | — | — | — | -$333K | -12,570 | -100.0% | SOLD |
| 7 | LLY | —% | — | — | — | -$11M | -14,094 | -100.0% | SOLD |
| 8 | NVS | —% | — | — | — | -$283K | -2,205 | -100.0% | SOLD |
| 9 | JNJ | —% | — | — | — | -$850K | -4,582 | -100.0% | SOLD |
| 10 | EMR | —% | — | — | — | -$290K | -2,210 | -100.0% | SOLD |
| 11 | CSCO | —% | — | — | — | -$585K | -8,543 | -100.0% | SOLD |
| 12 | AMZN | —% | — | — | — | -$253K | -1,154 | -100.0% | SOLD |
| 13 | PTLC | —% | — | — | — | -$3M | -49,660 | -100.0% | SOLD |
| 14 | AAPL | —% | — | — | — | -$1M | -4,400 | -100.0% | SOLD |
| 15 | ETHA | —% | — | — | — | -$217K | -6,873 | -100.0% | SOLD |
| 16 | HON | —% | — | — | — | -$461K | -2,188 | -100.0% | SOLD |
| 17 | ICLN | —% | — | — | — | -$18M | -1,136,146 | -100.0% | SOLD |
| 18 | AMGN | —% | — | — | — | -$281K | -995 | -100.0% | SOLD |
| 19 | DGRO | —% | — | — | — | -$239K | -3,506 | -100.0% | SOLD |
| 20 | FBTC | —% | — | — | — | -$713K | -7,141 | -100.0% | SOLD |
| 21 | IVV | —% | — | — | — | -$26M | -39,564 | -100.0% | SOLD |
| 22 | IWM | —% | — | — | — | -$909K | -3,756 | -100.0% | SOLD |
| 23 | IYC | —% | — | — | — | -$17M | -158,527 | -100.0% | SOLD |
| 24 | RPG | —% | — | — | — | -$17M | -355,997 | -100.0% | SOLD |
| 25 | RSP | —% | — | — | — | -$290K | -1,530 | -100.0% | SOLD |
| 26 | VTI | —% | — | — | — | -$219K | -668 | -100.0% | SOLD |
| 27 | VTV | —% | — | — | — | -$280K | -1,500 | -100.0% | SOLD |
| 28 | JPST | —% | — | — | — | -$399K | -7,862 | -100.0% | SOLD |
| 29 | IDV | —% | — | — | — | -$15M | -421,250 | -100.0% | SOLD |
| 30 | NVTS | —% | — | — | — | -$89K | -12,300 | -100.0% | SOLD |
| 31 | VIG | —% | — | — | — | -$514K | -2,384 | -100.0% | SOLD |
| 32 | SOXX | —% | — | — | — | -$5M | -19,171 | -100.0% | SOLD |
| 33 | SPY | —% | — | — | — | -$518K | -777 | -100.0% | SOLD |
| 34 | WMT | —% | — | — | — | -$851K | -8,262 | -100.0% | SOLD |
| 35 | ONEQ | —% | — | — | — | -$317K | -3,561 | -100.0% | SOLD |
| 36 | FALN | —% | — | — | — | -$8M | -303,893 | -100.0% | SOLD |
| 37 | GOOGL | —% | — | — | — | -$726K | -2,985 | -100.0% | SOLD |
| 38 | IEMG | —% | — | — | — | -$237K | -3,590 | -100.0% | SOLD |
| 39 | IJR | —% | — | — | — | -$268K | -2,258 | -100.0% | SOLD |
| 40 | MSFT | —% | — | — | — | -$2M | -3,199 | -100.0% | SOLD |
| 41 | QQQ | —% | — | — | — | -$213K | -355 | -100.0% | SOLD |
| 42 | NVDA | —% | — | — | — | -$206K | -1,102 | -100.0% | SOLD |
| 43 | RING | —% | — | — | — | -$5M | -76,223 | -100.0% | SOLD |
| 44 | VO | —% | — | — | — | -$368K | -1,252 | -100.0% | SOLD |
| 45 | TXN | —% | — | — | — | -$945K | -5,146 | -100.0% | SOLD |
| 46 | CGGO | —% | — | — | — | -$307K | -8,980 | -100.0% | SOLD |
| 47 | CGDV | —% | — | — | — | -$211K | -5,018 | -100.0% | SOLD |
| 48 | MINT | —% | — | — | — | -$294K | -2,920 | -100.0% | SOLD |
| 49 | PTNQ | —% | — | — | — | -$3M | -37,335 | -100.0% | SOLD |
| 50 | PLTR | —% | — | — | — | -$277K | -1,516 | -100.0% | SOLD |
| 51 | OEF | —% | — | — | — | -$847K | -2,543 | -100.0% | SOLD |
| 52 | XMMO | —% | — | — | — | -$17M | -124,617 | -100.0% | SOLD |
| 53 | PTEU | —% | — | — | — | -$2M | -54,231 | -100.0% | SOLD |
| 54 | JPIN | —% | — | — | — | -$529K | -7,946 | -100.0% | SOLD |