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
$137M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$84.6K
3
+$81.2K
4
RXO icon
RXO
RXO
+$73.3K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$59.7K

Top Sells

1
+$208K
2
+$151K
3
+$139K
4
AAPL icon
Apple
AAPL
+$136K
5
CVX icon
Chevron
CVX
+$126K

Sector Composition

1 Healthcare 14.32%
2 Financials 13.98%
3 Technology 13.68%
4 Consumer Discretionary 12.02%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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0
352
$160 ﹤0.01%
50
353
$132 ﹤0.01%
10
-50
354
$124 ﹤0.01%
3
355
$119 ﹤0.01%
13
356
$89 ﹤0.01%
25
357
$75 ﹤0.01%
1
358
$32 ﹤0.01%
13
359
$31 ﹤0.01%
6
360
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0
361
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-388
362
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-275
363
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-300
364
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-9
365
– –
-800
366
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-1,000
367
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368
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-250
369
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-3,000
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