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
101
$258K 0.18%
2,545
102
$257K 0.18%
1,155
103
$251K 0.18%
1,406
104
$244K 0.17%
977
105
$239K 0.17%
1,442
-43
106
$237K 0.17%
981
107
$235K 0.16%
4,680
108
$233K 0.16%
1,480
109
$227K 0.16%
2,609
+61
110
$225K 0.16%
700
111
$218K 0.15%
5,948
112
$211K 0.15%
1,177
-7
113
$211K 0.15%
2,960
-3,620
114
$209K 0.15%
18,200
115
$206K 0.14%
2,678
+78
116
$202K 0.14%
11,967
117
$195K 0.14%
3,562
-79
118
$192K 0.13%
6,877
119
$185K 0.13%
3,660
120
$181K 0.13%
508
+18
121
$164K 0.11%
10,883
122
$159K 0.11%
3,400
-200
123
$159K 0.11%
956
124
$154K 0.11%
1,500
125
$152K 0.11%
2,800
3 4
5
6 7