GCM
Gables Capital Management Portfolio holdings
AUM
$212M
1-Year Return
30.87%
This Quarter Return
-14.64%
1 Year Return
+30.87%
3 Year Return
+135.18%
5 Year Return
+214.11%
10 Year Return
–
AUM
$132M
AUM Growth
-$27M
(-17%)
Cap. Flow
+$59K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
30.78%
Holding
362
New
9
Increased
27
Reduced
33
Closed
6
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$210K |
| 2 |
Chevron
CVX
|
$151K |
| 3 |
Warner Bros
WBD
|
$150K |
| 4 |
Eli Lilly
LLY
|
$130K |
| 5 |
Microsoft
MSFT
|
$112K |
Top Sells
| 1 |
Netflix
NFLX
|
$320K |
| 2 |
AT&T
T
|
$251K |
| 3 |
Verizon
VZ
|
$127K |
| 4 |
Boeing
BA
|
$102K |
| 5 |
DocuSign
DOCU
|
$67.9K |
Sector Composition
| 1 | Technology | 15.5% |
| 2 | Financials | 14.05% |
| 3 | Consumer Discretionary | 12.14% |
| 4 | Healthcare | 10.9% |
| 5 | Consumer Staples | 8.72% |
