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
76
$387K 0.27%
2,646
77
$384K 0.27%
1,155
78
$380K 0.27%
928
79
$378K 0.26%
980
+6
80
$374K 0.26%
3,846
81
$372K 0.26%
2,665
82
$369K 0.26%
8,350
83
$365K 0.25%
18,830
84
$364K 0.25%
1,497
85
$351K 0.24%
2,613
86
$335K 0.23%
1,700
87
$334K 0.23%
4,393
+300
88
$333K 0.23%
2,518
+18
89
$316K 0.22%
25,075
-1,000
90
$312K 0.22%
1,550
91
$312K 0.22%
2,020
+900
92
$307K 0.21%
55,569
-5,800
93
$299K 0.21%
3,000
94
$297K 0.21%
6,100
95
$289K 0.2%
1,265
-475
96
$286K 0.2%
3,803
97
$265K 0.18%
5,064
+104
98
$260K 0.18%
3,585
+1
99
$260K 0.18%
5,300
-500
100
$259K 0.18%
2,552
2 3
4
5 6