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
$161M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$198K
2
+$138K
3
+$91.5K
4
BA icon
Boeing
BA
+$87.3K
5
VIS icon
Vanguard Industrials ETF
VIS
+$81.1K

Top Sells

1
+$196K
2
+$151K
3
+$82.4K
4
AMZN icon
Amazon
AMZN
+$77.5K
5
ARM icon
Arm
ARM
+$53.5K

Sector Composition

1 Technology 20.52%
2 Financials 12.57%
3 Consumer Discretionary 12.55%
4 Healthcare 10.83%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7.13K ﹤0.01%
1,395
-800
327
$7.04K ﹤0.01%
166
328
$6.93K ﹤0.01%
116
329
$6.46K ﹤0.01%
2,400
330
$6.43K ﹤0.01%
189
331
$6.32K ﹤0.01%
98
332
$6.24K ﹤0.01%
65
333
$6.2K ﹤0.01%
419
334
$6.14K ﹤0.01%
166
335
$6.05K ﹤0.01%
137
336
$5.99K ﹤0.01%
1,000
337
$5.8K ﹤0.01%
+150
338
$5.73K ﹤0.01%
12
-8
339
$5.67K ﹤0.01%
102
340
$5.64K ﹤0.01%
73
341
$5.39K ﹤0.01%
849
342
$5.29K ﹤0.01%
209
343
$5.18K ﹤0.01%
872
344
$4.85K ﹤0.01%
100
345
$4.42K ﹤0.01%
82
346
$4.3K ﹤0.01%
+300
347
$4.02K ﹤0.01%
26
348
$3.94K ﹤0.01%
625
349
$3.92K ﹤0.01%
75
-25
350
$3.71K ﹤0.01%
200
12 13
14
15 16