GCM

Gables Capital Management Portfolio holdings

AUM $233M
1-Year Est. Return 34.23%
This Quarter Est. Return
1 Year Est. Return
+34.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$453K
2
+$376K
3
+$342K
4
PTON icon
Peloton Interactive
PTON
+$312K
5
PEP icon
PepsiCo
PEP
+$307K

Top Sells

1
+$1.7M
2
+$468K
3
+$459K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$259K
5
CLX icon
Clorox
CLX
+$220K

Sector Composition

1 Financials 15.03%
2 Consumer Discretionary 11.14%
3 Technology 11.1%
4 Communication Services 11.09%
5 Healthcare 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32K 0.02%
1,114
227
$32K 0.02%
600
228
$31K 0.02%
992
229
$31K 0.02%
474
230
$30K 0.02%
1,598
+113
231
$30K 0.02%
712
-40
232
$30K 0.02%
1,000
233
$29K 0.02%
246
234
$29K 0.02%
2,500
235
$28K 0.02%
246
-1,000
236
$28K 0.02%
1,214
237
$28K 0.02%
1,521
238
$27K 0.02%
3,500
-1,000
239
$27K 0.02%
100
240
$26K 0.02%
414
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241
$26K 0.02%
259
242
$25K 0.02%
76
243
$25K 0.02%
125
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244
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50
245
$24K 0.02%
1,100
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246
$23K 0.02%
77
247
$22K 0.01%
+1,600
248
$22K 0.01%
64
249
$22K 0.01%
500
250
$21K 0.01%
100
-60
8 9
10
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