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
301
$7.44K 0.01%
+500
302
$7.41K 0.01%
+200
303
$7.36K 0.01%
100
304
$7.31K 0.01%
116
305
$7.28K 0.01%
166
306
$7.25K 0.01%
89
307
$7.07K 0.01%
419
308
$6.99K 0.01%
1,000
309
$6.88K 0.01%
108
310
$6.77K ﹤0.01%
+200
311
$6.72K ﹤0.01%
259
312
$6.71K ﹤0.01%
200
313
$6.4K ﹤0.01%
150
314
$6.4K ﹤0.01%
+100
315
$6.29K ﹤0.01%
100
316
$5.93K ﹤0.01%
+200
317
$5.63K ﹤0.01%
42
318
$5.29K ﹤0.01%
102
319
$5.07K ﹤0.01%
97
320
$5.04K ﹤0.01%
+100
321
$4.94K ﹤0.01%
100
322
$4.67K ﹤0.01%
872
323
$4.51K ﹤0.01%
849
-198
324
$4.43K ﹤0.01%
30
325
$4.34K ﹤0.01%
82
11 12
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