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
326
$7K 0.01%
+269
327
$7K 0.01%
+1,000
328
$7K 0.01%
+73
329
$7K 0.01%
136
330
$7K 0.01%
+84
331
$7K 0.01%
+188
332
$6K ﹤0.01%
182
+164
333
$6K ﹤0.01%
1,123
334
$6K ﹤0.01%
100
335
$6K ﹤0.01%
200
336
$6K ﹤0.01%
376
337
$6K ﹤0.01%
+117
338
$6K ﹤0.01%
+70
339
$6K ﹤0.01%
+54
340
$6K ﹤0.01%
419
341
$6K ﹤0.01%
+383
342
$5K ﹤0.01%
817
343
$5K ﹤0.01%
202
344
$5K ﹤0.01%
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345
$5K ﹤0.01%
21
346
$5K ﹤0.01%
259
347
$5K ﹤0.01%
166
348
$5K ﹤0.01%
800
349
$5K ﹤0.01%
+30
350
$5K ﹤0.01%
705