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
326
$5.19K ﹤0.01%
100
327
$4.93K ﹤0.01%
102
328
$4.88K ﹤0.01%
849
329
$4.55K ﹤0.01%
82
330
$4.38K ﹤0.01%
137
331
$4.32K ﹤0.01%
872
332
$3.94K ﹤0.01%
833
333
$3.83K ﹤0.01%
108
334
$3.81K ﹤0.01%
100
335
$3.66K ﹤0.01%
625
336
$3.43K ﹤0.01%
100
337
$3.43K ﹤0.01%
+20
338
$3.29K ﹤0.01%
26
339
$3.16K ﹤0.01%
100
340
$2.96K ﹤0.01%
160
341
$2.65K ﹤0.01%
+1,145
342
$2.65K ﹤0.01%
500
343
$2.45K ﹤0.01%
+12
344
$2.4K ﹤0.01%
+23
345
$2.4K ﹤0.01%
+23
346
$2.29K ﹤0.01%
+12
347
$2.13K ﹤0.01%
+11
348
$2.08K ﹤0.01%
+27
349
$2.03K ﹤0.01%
+9
350
$2.03K ﹤0.01%
200
12 13
14
15 16