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
$168M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$770K
2
+$698K
3
+$589K
4
CPRX icon
Catalyst Pharmaceutical
CPRX
+$390K
5
UPST icon
Upstart Holdings
UPST
+$374K

Top Sells

1
+$283K
2
+$275K
3
+$257K
4
AAPL icon
Apple
AAPL
+$174K
5
KSU
Kansas City Southern
KSU
+$149K

Sector Composition

1 Technology 19.28%
2 Financials 14.08%
3 Consumer Discretionary 13.12%
4 Communication Services 9.42%
5 Healthcare 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$37K 0.02%
359
227
$37K 0.02%
665
228
$36K 0.02%
700
229
$35K 0.02%
300
230
$35K 0.02%
196
231
$34K 0.02%
186
232
$34K 0.02%
726
233
$33K 0.02%
136
234
$33K 0.02%
+800
235
$32K 0.02%
203
236
$32K 0.02%
1,176
237
$31K 0.02%
240
238
$30K 0.02%
1,090
239
$30K 0.02%
800
240
$30K 0.02%
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241
$29K 0.02%
100
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$29K 0.02%
650
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$28K 0.02%
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$28K 0.02%
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245
$27K 0.02%
121
246
$26K 0.02%
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248
$26K 0.02%
285
249
$25K 0.01%
75
250
$24K 0.01%
50
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