GCM
Gables Capital Management Portfolio holdings
AUM
$212M
1-Year Return
30.87%
This Quarter Return
+15.98%
1 Year Return
+30.87%
3 Year Return
+135.18%
5 Year Return
+214.11%
10 Year Return
–
AUM
$182M
AUM Growth
+$20.6M
(+13%)
Cap. Flow
+$1.59M
Cap. Flow
% of AUM
0.88%
Top 10 Holdings %
Top 10 Hldgs %
37.77%
Holding
412
New
33
Increased
45
Reduced
72
Closed
21
Top Buys
| 1 |
Grayscale Bitcoin Trust
GBTC
|
$931K |
| 2 |
Kratos Defense & Security Solutions
KTOS
|
$448K |
| 3 |
Eli Lilly
LLY
|
$348K |
| 4 |
Boeing
BA
|
$234K |
| 5 |
Uber
UBER
|
$227K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$727K |
| 2 |
Alphabet (Google) Class C
GOOG
|
$291K |
| 3 |
iShares US Financials ETF
IYF
|
$153K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$147K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$127K |
Sector Composition
| 1 | Technology | 22.54% |
| 2 | Consumer Discretionary | 12.33% |
| 3 | Financials | 12.21% |
| 4 | Healthcare | 9.98% |
| 5 | Industrials | 8.34% |
