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
$168M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$770K
2
+$698K
3
+$589K
4
CPRX icon
Catalyst Pharmaceutical
CPRX
+$390K
5
UPST icon
Upstart Holdings
UPST
+$374K

Top Sells

1
+$283K
2
+$275K
3
+$257K
4
AAPL icon
Apple
AAPL
+$174K
5
KSU
Kansas City Southern
KSU
+$149K

Sector Composition

1 Technology 19.28%
2 Financials 14.08%
3 Consumer Discretionary 13.12%
4 Communication Services 9.42%
5 Healthcare 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
102
327
$3K ﹤0.01%
125
328
$3K ﹤0.01%
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329
$3K ﹤0.01%
116
330
$2K ﹤0.01%
100
331
$2K ﹤0.01%
160
332
$2K ﹤0.01%
200
333
$2K ﹤0.01%
100
334
$2K ﹤0.01%
59
335
$1K ﹤0.01%
108
336
– –
0
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27
338
$1K ﹤0.01%
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108
343
$0 ﹤0.01%
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25
349
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-18
11 12 13
14
15