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
$123M
AUM Growth
-$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$424K
2
+$401K
3
+$279K
4
DOW icon
Dow Inc
DOW
+$208K
5
UNH icon
UnitedHealth
UNH
+$168K

Top Sells

1
+$2.79M
2
+$681K
3
+$180K
4
DD icon
DuPont de Nemours
DD
+$165K
5
MSFT icon
Microsoft
MSFT
+$141K

Sector Composition

1 Financials 15.38%
2 Communication Services 12.89%
3 Consumer Discretionary 12.67%
4 Healthcare 11.37%
5 Industrials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$671K 0.55%
8,847
52
$651K 0.53%
3,755
53
$638K 0.52%
7,610
-950
54
$564K 0.46%
3,400
55
$563K 0.46%
2,825
56
$554K 0.45%
4,825
+100
57
$536K 0.44%
25,706
58
$518K 0.42%
7,372
59
$515K 0.42%
8,200
60
$506K 0.41%
43,700
-1,500
61
$500K 0.41%
21,985
-400
62
$494K 0.4%
14,200
63
$470K 0.38%
5,042
-85
64
$428K 0.35%
4,625
65
$424K 0.35%
+3,100
66
$410K 0.33%
7,530
67
$410K 0.33%
20,384
-145
68
$401K 0.33%
+4,525
69
$377K 0.31%
7,912
-133
70
$377K 0.31%
7,957
71
$363K 0.3%
1,240
+50
72
$356K 0.29%
1,213
73
$352K 0.29%
3,993
-125
74
$346K 0.28%
10,980
-280
75
$340K 0.28%
7,434
-100
1 2
3
4 5