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Home > Institutional Investor > Gimbal Financial > Profile

Instuitional Investor - Gimbal Financial

Fund Profile
Filing Period:
Fund Name: Gimbal Financial
Portfolio Value $99,720,260
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 41,311 $19,731,360 19.78%
2.
Ishares Trust
 IEF 33,261 $13,491,992 13.52%
3.
Ishares Trust
 IEF 193,798 $13,213,125 13.25%
4.
Ishares Trust
 IEF 167,621 $12,588,312 12.62%
5.
Eli Lilly & Co
 LLY 18,785 $10,950,209 10.98%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)