GCM
Gables Capital Management Portfolio holdings
AUM
$212M
1-Year Return
30.87%
This Quarter Return
-1%
1 Year Return
+30.87%
3 Year Return
+135.18%
5 Year Return
+214.11%
10 Year Return
–
AUM
$202M
AUM Growth
-$4.96M
(-2.4%)
Cap. Flow
+$438K
Cap. Flow
% of AUM
0.22%
Top 10 Holdings %
Top 10 Hldgs %
36.08%
Holding
448
New
4
Increased
41
Reduced
57
Closed
5
Top Buys
| 1 |
NuScale Power
SMR
|
$473K |
| 2 |
Meta Platforms (Facebook)
META
|
$372K |
| 3 |
Walmart
WMT
|
$244K |
| 4 |
Adobe
ADBE
|
$244K |
| 5 |
Dell
DELL
|
$229K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.07M |
| 2 |
Palantir
PLTR
|
$146K |
| 3 |
Advanced Micro Devices
AMD
|
$144K |
| 4 |
Air Products & Chemicals
APD
|
$118K |
| 5 |
Apple
AAPL
|
$108K |
Sector Composition
| 1 | Technology | 21.64% |
| 2 | Financials | 12.03% |
| 3 | Healthcare | 10.95% |
| 4 | Consumer Discretionary | 10.72% |
| 5 | Industrials | 9.4% |
