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
$143M
AUM Growth
+$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$139K
2
+$113K
3
+$108K
4
PLTR icon
Palantir
PLTR
+$97.2K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$83.8K

Top Sells

1
+$430K
2
+$258K
3
+$224K
4
AAPL icon
Apple
AAPL
+$217K
5
NVDA icon
NVIDIA
NVDA
+$183K

Sector Composition

1 Technology 17.35%
2 Financials 13.05%
3 Healthcare 12.19%
4 Consumer Discretionary 12.14%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8.88K 0.01%
200
302
$8.66K 0.01%
200
303
$8.55K 0.01%
150
304
$8.33K 0.01%
231
305
$8.08K 0.01%
502
+2
306
$8.04K 0.01%
189
307
$7.71K 0.01%
200
308
$7.55K 0.01%
100
309
$7.54K 0.01%
+134
310
$7.51K 0.01%
89
311
$7.47K 0.01%
200
312
$7.24K 0.01%
116
313
$7.13K 0.01%
150
314
$7.01K ﹤0.01%
166
315
$6.96K ﹤0.01%
1,000
316
$6.96K ﹤0.01%
259
317
$6.6K ﹤0.01%
40
+10
318
$6.53K ﹤0.01%
100
319
$6.34K ﹤0.01%
150
-17
320
$6.16K ﹤0.01%
42
321
$6.11K ﹤0.01%
100
322
$6.02K ﹤0.01%
100
323
$5.99K ﹤0.01%
+73
324
$5.64K ﹤0.01%
97
325
$5.19K ﹤0.01%
+26
11 12
13
14 15