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
251
$19.8K 0.01%
285
+35
252
$19.7K 0.01%
210
253
$19.7K 0.01%
150
254
$19.4K 0.01%
+373
255
$19.4K 0.01%
150
256
$17.9K 0.01%
1,609
257
$17.9K 0.01%
320
258
$17.5K 0.01%
38
259
$17.1K 0.01%
110
260
$16.6K 0.01%
100
261
$16.5K 0.01%
132
262
$15.9K 0.01%
75
263
$15.7K 0.01%
160
264
$15.5K 0.01%
1,000
265
$15.3K 0.01%
934
266
$15.1K 0.01%
113
+13
267
$14.9K 0.01%
90
268
$14.8K 0.01%
1,000
269
$14.7K 0.01%
268
270
$14.7K 0.01%
300
271
$14.5K 0.01%
100
272
$14.4K 0.01%
121
273
$14.4K 0.01%
130
274
$14.4K 0.01%
1,550
-900
275
$14K 0.01%
70