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
$122M
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$695K
2
+$553K
3
+$492K
4
HD icon
Home Depot
HD
+$404K
5
CAT icon
Caterpillar
CAT
+$379K

Top Sells

1
+$1.06M
2
+$653K
3
+$360K
4
PTON icon
Peloton Interactive
PTON
+$312K
5
XOM icon
Exxon Mobil
XOM
+$281K

Sector Composition

1 Technology 13.2%
2 Financials 12.59%
3 Communication Services 12.48%
4 Healthcare 11.79%
5 Consumer Discretionary 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
+57
377
$2K ﹤0.01%
462
378
$2K ﹤0.01%
78
379
$2K ﹤0.01%
+70
380
$2K ﹤0.01%
282
-605
381
$2K ﹤0.01%
+97
382
$2K ﹤0.01%
259
383
$2K ﹤0.01%
248
+88
384
$2K ﹤0.01%
+60
385
$2K ﹤0.01%
203
386
$2K ﹤0.01%
+40
387
$2K ﹤0.01%
+19
388
$1K ﹤0.01%
252
389
$1K ﹤0.01%
13
390
$1K ﹤0.01%
+47
391
$1K ﹤0.01%
+145
392
$1K ﹤0.01%
+97
393
$1K ﹤0.01%
+21
394
$1K ﹤0.01%
+31
395
$1K ﹤0.01%
502
396
$1K ﹤0.01%
100
397
$1K ﹤0.01%
140
398
$1K ﹤0.01%
+13
399
$1K ﹤0.01%
115
400
$1K ﹤0.01%
115
14 15
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