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GCM

Gables Capital Management Portfolio holdings

AUM $236M
1-Year Est. Return 32.91%
This Fund
S&P 500
This Quarter Est. Return
+1.45%
1 Year Est. Return
+32.91%
3 Year Est. Return
+123.38%
5 Year Est. Return
+165.74%
10 Year Est. Return
–
AUM
$236M
AUM Growth
-$678K
Cap. Flow
+$3.5M
Cap. Flow %
1.48%
Top 10 Hldgs %
36.16%
Holding
479
New
16
Increased
27
Reduced
95
Closed
7

Top Buys

1
MU icon
Micron Technology
MU
+$2.55M
2
TTWO icon
Take-Two Interactive
TTWO
+$624K
3
ALAB icon
Astera Labs
ALAB
+$570K
4
NOW icon
ServiceNow
NOW
+$478K
5
SPOT icon
Spotify
SPOT
+$472K

Top Sells

1
PLTR icon
Palantir
PLTR
+$680K
2
CRWV
CoreWeave Inc
CRWV
+$484K
3
FN icon
Fabrinet
FN
+$305K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$292K
5
ADBE icon
Adobe
ADBE
+$274K

Sector Composition

1 Technology 24.69%
2 Industrials 13.05%
3 Healthcare 10.42%
4 Financials 10%
5 Communication Services 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FBIN icon
376
Fortune Brands Innovations
FBIN
$6.04B
$7.79K ﹤0.01%
200
– –
SPGI icon
377
S&P Global
SPGI
$130B
$7.66K ﹤0.01%
18
– –
LBTYA icon
378
Liberty Global Class A
LBTYA
$3.63B
$7.52K ﹤0.01%
622
– –
IJR icon
379
iShares Core S&P Small-Cap ETF
IJR
$109B
$7.46K ﹤0.01%
60
– –
IWF icon
380
iShares Russell 1000 Growth ETF
IWF
$127B
$7.36K ﹤0.01%
276
– –
LBTYK icon
381
Liberty Global Class C
LBTYK
$3.51B
$7.3K ﹤0.01%
622
– –
TFX icon
382
Teleflex
TFX
$5.76B
$7.06K ﹤0.01%
59
– –
SHW icon
383
Sherwin-Williams
SHW
$81B
$7.05K ﹤0.01%
22
– –
LYB icon
384
LyondellBasell Industries
LYB
$18.9B
$7.01K ﹤0.01%
87
-105
-55% -$6.23K
FNY icon
385
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$585M
$6.79K ﹤0.01%
75
– –
VCX
386
Fundrise Innovation Fund
VCX
$6.55K ﹤0.01%
+50
New +$9.77K
IR icon
387
Ingersoll Rand
IR
$30.9B
$6.49K ﹤0.01%
81
– –
LSTR icon
388
Landstar System
LSTR
$7.17B
$6.41K ﹤0.01%
40
– –
O icon
389
Realty Income
O
$59.5B
$6.12K ﹤0.01%
100
– –
ADBE icon
390
Adobe
ADBE
$87.8B
$6.08K ﹤0.01%
25
-990
-98% -$274K
TEVA icon
391
Teva Pharmaceuticals
TEVA
$37.1B
$6.02K ﹤0.01%
200
– –
MGK icon
392
Vanguard Mega Cap Growth ETF
MGK
$33.3B
$5.81K ﹤0.01%
395
– –
OGN icon
393
Organon & Co
OGN
$3.55B
$5.77K ﹤0.01%
964
-20
-2% -$150
VRSN icon
394
VeriSign
VRSN
$24.5B
$5.71K ﹤0.01%
23
– –
SCHD icon
395
Schwab US Dividend Equity ETF
SCHD
$97.9B
$5.34K ﹤0.01%
174
– –
CCL icon
396
Carnival Corporation Ltd
CCL
$36.3B
$5.18K ﹤0.01%
200
– –
LNT icon
397
Alliant Energy
LNT
$19.7B
$5.02K ﹤0.01%
70
-240
-77% -$16.6K
UL icon
398
Unilever
UL
$131B
$5.01K ﹤0.01%
88
– –
APAM icon
399
Artisan Partners
APAM
$2.72B
$4.99K ﹤0.01%
137
– –
FCPT icon
400
Four Corners Property Trust
FCPT
$2.76B
$4.94K ﹤0.01%
209
– –
14 15
16
17 18

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