GCM

Gables Capital Management Portfolio holdings

AUM $237M
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
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 +$489K
2 +$89K
3 +$75.6K
4
NVO icon
Novo Nordisk
NVO
+$70.4K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$59.5K

Top Sells

1 +$173K
2 +$149K
3 +$144K
4
NVDA icon
NVIDIA
NVDA
+$139K
5
CVX icon
Chevron
CVX
+$122K

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
251
$17.6K 0.01%
130
252
$17.4K 0.01%
210
253
$16.9K 0.01%
250
254
$16.8K 0.01%
934
+200
255
$16.3K 0.01%
+600
256
$16.2K 0.01%
132
257
$16K 0.01%
160
258
$15.2K 0.01%
110
259
$15.2K 0.01%
268
260
$14.9K 0.01%
+100
261
$14.7K 0.01%
500
262
$14.6K 0.01%
360
-99
263
$14.5K 0.01%
356
264
$14.2K 0.01%
300
265
$14.1K 0.01%
1,000
266
$14K 0.01%
+100
267
$13.9K 0.01%
70
268
$13.6K 0.01%
89
269
$13.6K 0.01%
100
270
$13.1K 0.01%
90
271
$12.9K 0.01%
400
272
$12.9K 0.01%
+200
273
$12.8K 0.01%
190
274
$12.7K 0.01%
1,000
275
$12.6K 0.01%
121