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
$161M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$198K
2
+$138K
3
+$91.5K
4
BA icon
Boeing
BA
+$87.3K
5
VIS icon
Vanguard Industrials ETF
VIS
+$81.1K

Top Sells

1
+$196K
2
+$151K
3
+$82.4K
4
AMZN icon
Amazon
AMZN
+$77.5K
5
ARM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$159K 0.1%
10,650
-117
127
$155K 0.1%
1,085
128
$154K 0.1%
3,759
129
$153K 0.1%
854
130
$150K 0.09%
624
131
$147K 0.09%
4,100
132
$143K 0.09%
3,800
133
$141K 0.09%
850
-50
134
$138K 0.09%
+285
135
$135K 0.08%
1,600
136
$130K 0.08%
580
137
$130K 0.08%
12,000
-1,500
138
$129K 0.08%
2,250
139
$121K 0.08%
10,655
-150
140
$119K 0.07%
2,485
141
$117K 0.07%
812
+200
142
$112K 0.07%
534
143
$106K 0.07%
2,875
+344
144
$106K 0.07%
2,100
+200
145
$106K 0.07%
1,342
+165
146
$105K 0.07%
500
+200
147
$105K 0.07%
1,000
148
$103K 0.06%
1,565
+200
149
$103K 0.06%
3,725
150
$102K 0.06%
1,296
4 5
6
7 8