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
$149M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$453K
2
+$376K
3
+$342K
4
PTON icon
Peloton Interactive
PTON
+$312K
5
PEP icon
PepsiCo
PEP
+$307K

Top Sells

1
+$1.7M
2
+$468K
3
+$459K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$259K
5
CLX icon
Clorox
CLX
+$220K

Sector Composition

1 Financials 15.03%
2 Consumer Discretionary 11.14%
3 Technology 11.1%
4 Communication Services 11.09%
5 Healthcare 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$20K 0.01%
89
252
$20K 0.01%
400
253
$20K 0.01%
210
-100
254
$19K 0.01%
92
255
$19K 0.01%
156
256
$19K 0.01%
1,037
-800
257
$19K 0.01%
210
258
$19K 0.01%
580
259
$18K 0.01%
210
260
$18K 0.01%
466
261
$18K 0.01%
+419
262
$17K 0.01%
90
263
$17K 0.01%
+677
264
$17K 0.01%
160
265
$17K 0.01%
210
266
$15K 0.01%
130
267
$15K 0.01%
62
268
$15K 0.01%
594
269
$15K 0.01%
174
270
$15K 0.01%
110
271
$15K 0.01%
800
272
$15K 0.01%
93
273
$15K 0.01%
620
274
$15K 0.01%
266
275
$14K 0.01%
254
-400
9 10
11
12 13