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
301
$10K 0.01%
622
302
$10K 0.01%
210
303
$10K 0.01%
+176
304
$10K 0.01%
992
305
$9K 0.01%
+414
306
$9K 0.01%
+200
307
$9K 0.01%
242
308
$9K 0.01%
+453
309
$9K 0.01%
200
310
$9K 0.01%
+154
311
$9K 0.01%
1,037
312
$9K 0.01%
61
313
$9K 0.01%
+218
314
$9K 0.01%
95
315
$9K 0.01%
110
316
$9K 0.01%
40
317
$9K 0.01%
+52
318
$9K 0.01%
+274
319
$9K 0.01%
620
320
$8K 0.01%
+797
321
$8K 0.01%
104
322
$8K 0.01%
+315
323
$8K 0.01%
+91
324
$8K 0.01%
+190
325
$7K 0.01%
+188