GCM
Gables Capital Management Portfolio holdings
AUM
$212M
1-Year Return
30.87%
This Quarter Return
+12.55%
1 Year Return
+30.87%
3 Year Return
+135.18%
5 Year Return
+214.11%
10 Year Return
–
AUM
$161M
AUM Growth
+$17.2M
(+12%)
Cap. Flow
+$872K
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
37.16%
Holding
390
New
26
Increased
56
Reduced
55
Closed
11
Top Buys
| 1 |
Chevron
CVX
|
$198K |
| 2 |
Vanguard Information Technology ETF
VGT
|
$138K |
| 3 |
Kinder Morgan
KMI
|
$91.5K |
| 4 |
Boeing
BA
|
$87.3K |
| 5 |
Vanguard Industrials ETF
VIS
|
$81.1K |
Top Sells
| 1 |
Apple
AAPL
|
$196K |
| 2 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$151K |
| 3 |
Ameriprise Financial
AMP
|
$82.4K |
| 4 |
Amazon
AMZN
|
$77.5K |
| 5 |
Arm
ARM
|
$53.5K |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Financials | 12.57% |
| 3 | Consumer Discretionary | 12.55% |
| 4 | Healthcare | 10.83% |
| 5 | Industrials | 8.23% |
