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
301
$8K 0.01%
200
302
$8K 0.01%
624
303
$8K 0.01%
90
304
$8K 0.01%
+1,123
305
$7K ﹤0.01%
705
-926
306
$7K ﹤0.01%
166
307
$7K ﹤0.01%
259
308
$7K ﹤0.01%
308
309
$7K ﹤0.01%
259
310
$7K ﹤0.01%
376
311
$7K ﹤0.01%
100
312
$7K ﹤0.01%
89
313
$7K ﹤0.01%
130
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$6K ﹤0.01%
1,000
315
$6K ﹤0.01%
5
316
$6K ﹤0.01%
120
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$6K ﹤0.01%
102
318
$5K ﹤0.01%
84
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$5K ﹤0.01%
203
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$5K ﹤0.01%
79
321
$5K ﹤0.01%
100
322
$5K ﹤0.01%
21
323
$5K ﹤0.01%
252
324
$4K ﹤0.01%
63
-560
325
$4K ﹤0.01%
160