GCM
Gables Capital Management Portfolio holdings
AUM
$212M
1-Year Return
30.87%
This Quarter Return
+13.55%
1 Year Return
+30.87%
3 Year Return
+135.18%
5 Year Return
+214.11%
10 Year Return
–
AUM
$137M
AUM Growth
+$12.8M
(+10%)
Cap. Flow
-$1.57M
Cap. Flow
% of AUM
-1.14%
Top 10 Holdings %
Top 10 Hldgs %
32.96%
Holding
369
New
24
Increased
15
Reduced
94
Closed
9
Top Buys
| 1 |
Walt Disney
DIS
|
$444K |
| 2 |
Mercado Libre
MELI
|
$84.6K |
| 3 |
Novo Nordisk
NVO
|
$81.2K |
| 4 |
RXO
RXO
|
$73.3K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$59.7K |
Top Sells
| 1 |
Catalyst Pharmaceutical
CPRX
|
$208K |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$151K |
| 3 |
NVIDIA
NVDA
|
$139K |
| 4 |
Apple
AAPL
|
$136K |
| 5 |
Chevron
CVX
|
$126K |
Sector Composition
| 1 | Healthcare | 14.32% |
| 2 | Financials | 13.98% |
| 3 | Technology | 13.68% |
| 4 | Consumer Discretionary | 12.02% |
| 5 | Industrials | 8.82% |
