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
$202M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1 +$675K
2 +$416K
3 +$272K
4
DELL icon
Dell
DELL
+$266K
5
WMT icon
Walmart Inc
WMT
+$260K

Top Sells

1 +$2.42M
2 +$156K
3 +$152K
4
APD icon
Air Products & Chemicals
APD
+$123K
5
AAPL icon
Apple
AAPL
+$112K

Sector Composition

1 Technology 21.64%
2 Financials 12.03%
3 Healthcare 10.95%
4 Consumer Discretionary 10.72%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$30.9K 0.02%
1,378
252
$29.8K 0.01%
49
253
$29.7K 0.01%
200
254
$29.6K 0.01%
470
255
$29.2K 0.01%
215
256
$28.9K 0.01%
15
257
$28.5K 0.01%
220
-16
258
$26.7K 0.01%
100
259
$26.6K 0.01%
218
260
$26.3K 0.01%
154
261
$26.1K 0.01%
300
262
$25.6K 0.01%
175
263
$25.1K 0.01%
1,000
264
$25K 0.01%
76
265
$24.9K 0.01%
2,100
266
$24.9K 0.01%
69
267
$24.6K 0.01%
800
268
$24.4K 0.01%
79
269
$24.3K 0.01%
135
270
$24.1K 0.01%
1,000
271
$23.8K 0.01%
100
272
$23K 0.01%
235
273
$22.9K 0.01%
110
274
$22.7K 0.01%
486
275
$22.7K 0.01%
1,750