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
$143M
AUM Growth
+$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1 +$139K
2 +$113K
3 +$108K
4
PLTR icon
Palantir
PLTR
+$97.2K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$83.8K

Top Sells

1 +$430K
2 +$258K
3 +$224K
4
AAPL icon
Apple
AAPL
+$217K
5
NVDA icon
NVIDIA
NVDA
+$183K

Sector Composition

1 Technology 17.35%
2 Financials 13.05%
3 Healthcare 12.19%
4 Consumer Discretionary 12.14%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$31.6K 0.02%
800
227
$30.4K 0.02%
4,810
228
$30.4K 0.02%
600
229
$28.7K 0.02%
+208
230
$28.7K 0.02%
284
231
$28.3K 0.02%
230
+27
232
$27.5K 0.02%
400
-6,270
233
$26.6K 0.02%
1,176
234
$25.9K 0.02%
1,103
235
$25.5K 0.02%
300
236
$25.1K 0.02%
+80
237
$25K 0.02%
500
238
$24.4K 0.02%
1,400
239
$24.3K 0.02%
61
240
$24K 0.02%
665
241
$23.9K 0.02%
190
242
$23.5K 0.02%
92
243
$23.3K 0.02%
289
244
$22.9K 0.02%
700
245
$22.6K 0.02%
700
246
$22.1K 0.02%
800
247
$21.4K 0.02%
281
-79
248
$20.6K 0.01%
690
249
$20.6K 0.01%
50
250
$20.2K 0.01%
110