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%
+73
327
$7K 0.01%
+1,000
328
$7K 0.01%
+269
329
$7K 0.01%
853
+141
330
$7K 0.01%
1,598
331
$7K 0.01%
+84
332
$7K 0.01%
136
333
$6K ﹤0.01%
182
+164
334
$6K ﹤0.01%
1,123
335
$6K ﹤0.01%
100
336
$6K ﹤0.01%
200
337
$6K ﹤0.01%
376
338
$6K ﹤0.01%
+117
339
$6K ﹤0.01%
+70
340
$6K ﹤0.01%
+54
341
$6K ﹤0.01%
419
342
$6K ﹤0.01%
+383
343
$5K ﹤0.01%
21
344
$5K ﹤0.01%
817
345
$5K ﹤0.01%
202
346
$5K ﹤0.01%
+95
347
$5K ﹤0.01%
259
348
$5K ﹤0.01%
166
349
$5K ﹤0.01%
800
350
$5K ﹤0.01%
+30