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
$137M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$84.6K
3
+$81.2K
4
RXO icon
RXO
RXO
+$73.3K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$59.7K

Top Sells

1
+$208K
2
+$151K
3
+$139K
4
AAPL icon
Apple
AAPL
+$136K
5
CVX icon
Chevron
CVX
+$126K

Sector Composition

1 Healthcare 14.32%
2 Financials 13.98%
3 Technology 13.68%
4 Consumer Discretionary 12.02%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12.6K 0.01%
150
277
$12.1K 0.01%
301
278
$12.1K 0.01%
+4,500
279
$12.1K 0.01%
622
280
$11.8K 0.01%
622
281
$11.4K 0.01%
200
-34
282
$10.8K 0.01%
50
283
$10.8K 0.01%
231
284
$10.4K 0.01%
259
285
$10.2K 0.01%
+200
286
$10.1K 0.01%
109
287
$9.93K 0.01%
+100
288
$9.52K 0.01%
300
289
$9.34K 0.01%
+500
290
$9.3K 0.01%
236
291
$9.15K 0.01%
+150
292
$9.03K 0.01%
75
293
$8.92K 0.01%
200
294
$8.9K 0.01%
376
295
$8.76K 0.01%
350
296
$8.59K 0.01%
189
297
$8.52K 0.01%
167
298
$8.5K 0.01%
100
299
$8.19K 0.01%
200
300
$7.89K 0.01%
200
10 11
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