GCM

Gables Capital Management Portfolio holdings

AUM $236M
1-Year Est. Return 32.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$864K
3
+$543K
4
JPM icon
JPMorgan Chase
JPM
+$479K
5
NFLX icon
Netflix
NFLX
+$458K

Top Sells

1
+$276K
2
+$196K
3
+$192K
4
META icon
Meta Platforms (Facebook)
META
+$143K
5
PFE icon
Pfizer
PFE
+$127K

Sector Composition

1 Technology 27.3%
2 Financials 11.12%
3 Industrials 10.8%
4 Healthcare 9.03%
5 Consumer Discretionary 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$23.9K 0.01%
100
277
$23.8K 0.01%
1,400
278
$23.8K 0.01%
249
279
$23.2K 0.01%
108
280
$23K 0.01%
287
281
$22.7K 0.01%
1,473
282
$22.5K 0.01%
2,000
283
$22K 0.01%
171
284
$22K 0.01%
200
285
$21.9K 0.01%
76
286
$21.7K 0.01%
486
287
$21.7K 0.01%
152
288
$21.6K 0.01%
283
289
$21.5K 0.01%
245
290
$21.4K 0.01%
934
291
$21K 0.01%
11
292
$21K 0.01%
2,364
293
$20.9K 0.01%
110
294
$20.9K 0.01%
310
295
$20.5K 0.01%
75
296
$20.5K 0.01%
500
297
$20.2K 0.01%
300
298
$20.1K 0.01%
245
299
$19.8K 0.01%
300
300
$19.8K 0.01%
192
10 11
12
13 14