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
351
$1.86K ﹤0.01%
27
352
$1.84K ﹤0.01%
125
353
$1.83K ﹤0.01%
113
354
$1.77K ﹤0.01%
200
355
$1.61K ﹤0.01%
200
356
$1.56K ﹤0.01%
100
357
$1.55K ﹤0.01%
59
358
$1.39K ﹤0.01%
+3
359
$1.02K ﹤0.01%
800
360
$965 ﹤0.01%
134
361
$965 ﹤0.01%
36
362
$964 ﹤0.01%
25
363
$897 ﹤0.01%
108
364
$892 ﹤0.01%
108
365
$797 ﹤0.01%
50
366
$732 ﹤0.01%
27
367
$159 ﹤0.01%
10
368
– –
0
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$130 ﹤0.01%
3
370
$128 ﹤0.01%
50
371
$108 ﹤0.01%
25
372
$90 ﹤0.01%
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$76 ﹤0.01%
1
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$35 ﹤0.01%
13
375
$32 ﹤0.01%
6
12 13 14
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