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
$159M
AUM Growth
-$8.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$535K
3
+$470K
4
SNOW icon
Snowflake
SNOW
+$394K
5
AMZN icon
Amazon
AMZN
+$359K

Top Sells

1
+$244K
2
+$242K
3
+$212K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$208K
5
COST icon
Costco
COST
+$173K

Sector Composition

1 Technology 18.15%
2 Financials 14.3%
3 Consumer Discretionary 11.98%
4 Healthcare 9.29%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$15K 0.01%
1,000
277
$15K 0.01%
132
278
$15K 0.01%
110
279
$15K 0.01%
234
280
$14K 0.01%
109
281
$14K 0.01%
200
282
$14K 0.01%
356
283
$14K 0.01%
400
284
$14K 0.01%
70
285
$14K 0.01%
+100
286
$14K 0.01%
580
287
$12K 0.01%
268
288
$11K 0.01%
50
289
$11K 0.01%
376
290
$11K 0.01%
200
291
$11K 0.01%
161
292
$11K 0.01%
350
293
$11K 0.01%
388
294
$10K 0.01%
231
295
$10K 0.01%
89
296
$10K 0.01%
150
297
$10K 0.01%
872
298
$10K 0.01%
50
299
$10K 0.01%
275
300
$10K 0.01%
1,047
-1,180
10 11
12
13 14