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
26
$1.47M 1.02%
104,149
-8,000
27
$1.43M 1%
15,175
28
$1.38M 0.97%
3,350
29
$1.38M 0.96%
13,052
30
$1.34M 0.94%
9,915
-50
31
$1.33M 0.93%
64,501
32
$1.32M 0.92%
33,840
-100
33
$1.32M 0.92%
24,860
34
$1.21M 0.85%
17,385
+33
35
$1.19M 0.83%
11,836
+50
36
$1.11M 0.78%
88,706
37
$1.06M 0.74%
5,770
-50
38
$1.04M 0.73%
10,817
+115
39
$974K 0.68%
2,061
+4
40
$974K 0.68%
9,946
+62
41
$954K 0.67%
4,492
42
$920K 0.64%
2,662
43
$879K 0.61%
8,324
44
$874K 0.61%
18,240
45
$784K 0.55%
44,795
+300
46
$739K 0.52%
4,052
+12
47
$737K 0.51%
38,294
+2,000
48
$734K 0.51%
5,986
+23
49
$700K 0.49%
17,101
-600
50
$693K 0.48%
15,525
-100
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