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
$155M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$683K
3
+$459K
4
CVX icon
Chevron
CVX
+$288K
5
VUG icon
Vanguard Growth ETF
VUG
+$164K

Top Sells

1
+$908K
2
+$576K
3
+$515K
4
CPRX icon
Catalyst Pharmaceutical
CPRX
+$220K
5
AAPL icon
Apple
AAPL
+$155K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 14.9%
3 Financials 12.53%
4 Communication Services 11.57%
5 Healthcare 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 1.17%
84,220
-2,979
27
$1.76M 1.14%
11,795
28
$1.62M 1.05%
14,405
29
$1.43M 0.93%
19,560
-540
30
$1.39M 0.9%
11,181
-975
31
$1.38M 0.89%
15,570
-1,200
32
$1.34M 0.86%
120,670
-900
33
$1.29M 0.83%
432,864
-74,000
34
$1.26M 0.82%
794
+763
35
$1.21M 0.78%
6,820
+350
36
$1.17M 0.76%
134,788
-1,000
37
$1.15M 0.74%
12,314
+75
38
$1.08M 0.7%
110,840
-1,000
39
$1.08M 0.7%
40,195
-400
40
$1.07M 0.69%
5,418
+353
41
$1.06M 0.68%
13,052
42
$1.01M 0.65%
17,552
-350
43
$1.01M 0.65%
7,256
+198
44
$928K 0.6%
5,617
-90
45
$885K 0.57%
34,200
46
$884K 0.57%
7,043
-400
47
$877K 0.57%
15,250
-362
48
$838K 0.54%
13,264
-350
49
$830K 0.54%
3,300
50
$786K 0.51%
18,625
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