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
51
$684K 0.48%
93,720
-5,800
52
$672K 0.47%
4,218
+46
53
$665K 0.46%
4,851
54
$622K 0.43%
7,080
55
$620K 0.43%
1,075
+8
56
$609K 0.43%
5,555
+35
57
$585K 0.41%
7,050
58
$584K 0.41%
2,575
59
$573K 0.4%
8,016
60
$559K 0.39%
8,031
61
$517K 0.36%
1,579
+5
62
$491K 0.34%
10,450
63
$486K 0.34%
1,029
+9
64
$475K 0.33%
6,859
65
$474K 0.33%
8,240
66
$474K 0.33%
1,379
67
$469K 0.33%
5,007
68
$443K 0.31%
6,200
69
$442K 0.31%
25,000
70
$427K 0.3%
50,500
+11,500
71
$416K 0.29%
4,568
72
$409K 0.29%
3,650
+75
73
$403K 0.28%
13,450
74
$400K 0.28%
1,885
75
$391K 0.27%
1,040
1 2
3
4 5