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
126
$150K 0.1%
919
127
$144K 0.1%
15,620
128
$141K 0.1%
1,600
129
$139K 0.1%
4,750
130
$136K 0.09%
4,260
131
$131K 0.09%
685
132
$130K 0.09%
1,573
133
$126K 0.09%
4,725
134
$122K 0.09%
3,800
-300
135
$118K 0.08%
237
136
$114K 0.08%
855
137
$113K 0.08%
+840
138
$112K 0.08%
2,485
139
$111K 0.08%
1,250
140
$111K 0.08%
700
141
$108K 0.08%
+900
142
$108K 0.08%
2,040
143
$108K 0.08%
2,350
144
$107K 0.07%
624
145
$105K 0.07%
565
146
$104K 0.07%
1,000
147
$102K 0.07%
534
148
$98.2K 0.07%
1,530
+40
149
$97.5K 0.07%
2,820
-100
150
$91.7K 0.06%
200
4 5
6
7 8