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
$153M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$347K
2
+$345K
3
+$201K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$143K
5
CRM icon
Salesforce
CRM
+$125K

Top Sells

1
+$353K
2
+$334K
3
+$317K
4
SNOW icon
Snowflake
SNOW
+$190K
5
DIS icon
Walt Disney
DIS
+$142K

Sector Composition

1 Technology 20.45%
2 Consumer Discretionary 12.65%
3 Financials 12.38%
4 Healthcare 10.79%
5 Industrials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31.6K 0.02%
800
227
$30.9K 0.02%
500
228
$30.8K 0.02%
281
-3
229
$29.6K 0.02%
61
230
$29K 0.02%
600
231
$28.4K 0.02%
+300
232
$27.8K 0.02%
1,176
233
$26.6K 0.02%
400
234
$26K 0.02%
300
235
$25.8K 0.02%
92
236
$25.5K 0.02%
289
237
$25.2K 0.02%
8,000
-4,200
238
$24.6K 0.02%
281
239
$23.8K 0.02%
1,400
240
$23.7K 0.02%
+1,000
241
$23.4K 0.02%
700
242
$23.3K 0.02%
681
+450
243
$23.2K 0.02%
1,116
+13
244
$22.9K 0.02%
+1,600
245
$22.5K 0.01%
690
246
$22.5K 0.01%
800
247
$22.5K 0.01%
440
-435
248
$22K 0.01%
665
249
$21.6K 0.01%
190
250
$21.5K 0.01%
75
8 9
10
11 12