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
276
$14K 0.01%
136
277
$14K 0.01%
1,400
278
$14K 0.01%
242
279
$14K 0.01%
622
280
$14K 0.01%
622
281
$14K 0.01%
104
282
$13K 0.01%
186
283
$13K 0.01%
240
284
$13K 0.01%
817
285
$13K 0.01%
887
286
$12K 0.01%
462
-100
287
$12K 0.01%
40
288
$12K 0.01%
161
289
$12K 0.01%
1,000
290
$12K 0.01%
95
291
$12K 0.01%
40
292
$12K 0.01%
259
293
$11K 0.01%
61
294
$11K 0.01%
+7,500
295
$11K 0.01%
786
296
$10K 0.01%
210
297
$10K 0.01%
202
298
$10K 0.01%
200
299
$9K 0.01%
200
300
$8K 0.01%
2,000
10 11
12
13 14