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
$137M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$84.6K
3
+$81.2K
4
RXO icon
RXO
RXO
+$73.3K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$59.7K

Top Sells

1
+$208K
2
+$151K
3
+$139K
4
AAPL icon
Apple
AAPL
+$136K
5
CVX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30.3K 0.02%
800
-100
227
$29K 0.02%
665
228
$28.3K 0.02%
284
-1
229
$27.7K 0.02%
190
230
$27.2K 0.02%
1,400
231
$27K 0.02%
2,450
232
$26.3K 0.02%
500
233
$25.7K 0.02%
1,176
234
$25.3K 0.02%
300
235
$24.2K 0.02%
500
236
$23K 0.02%
61
237
$22.7K 0.02%
690
238
$22.5K 0.02%
289
239
$22.2K 0.02%
800
240
$22.2K 0.02%
1,609
-500
241
$21.1K 0.02%
150
242
$20.7K 0.02%
38
243
$20.7K 0.02%
1,500
-1,500
244
$20.1K 0.01%
700
245
$19.8K 0.01%
203
246
$19.7K 0.01%
150
247
$19.6K 0.01%
320
-160
248
$19.2K 0.01%
50
249
$18.5K 0.01%
700
250
$18.5K 0.01%
110
8 9
10
11 12