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
$122M
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$695K
2
+$553K
3
+$492K
4
HD icon
Home Depot
HD
+$404K
5
CAT icon
Caterpillar
CAT
+$379K

Top Sells

1
+$1.06M
2
+$653K
3
+$360K
4
PTON icon
Peloton Interactive
PTON
+$312K
5
XOM icon
Exxon Mobil
XOM
+$281K

Sector Composition

1 Technology 13.2%
2 Financials 12.59%
3 Communication Services 12.48%
4 Healthcare 11.79%
5 Consumer Discretionary 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13K 0.01%
+275
277
$13K 0.01%
50
-26
278
$13K 0.01%
100
279
$13K 0.01%
1,000
280
$12K 0.01%
130
281
$12K 0.01%
62
282
$12K 0.01%
1,381
-140
283
$12K 0.01%
+188
284
$12K 0.01%
594
285
$12K 0.01%
174
286
$12K 0.01%
210
287
$12K 0.01%
+831
288
$12K 0.01%
+328
289
$11K 0.01%
+89
290
$11K 0.01%
240
291
$11K 0.01%
+652
292
$11K 0.01%
160
293
$11K 0.01%
400
294
$11K 0.01%
+288
295
$11K 0.01%
1,100
296
$11K 0.01%
364
+105
297
$11K 0.01%
+182
298
$10K 0.01%
500
-177
299
$10K 0.01%
622
300
$10K 0.01%
622
10 11
12
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