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
$182M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$448K
3
+$348K
4
BA icon
Boeing
BA
+$234K
5
UBER icon
Uber
UBER
+$227K

Top Sells

1
+$727K
2
+$291K
3
+$153K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$147K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$127K

Sector Composition

1 Technology 22.54%
2 Consumer Discretionary 12.33%
3 Financials 12.21%
4 Healthcare 9.98%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$168K 0.09%
3,350
+865
127
$165K 0.09%
5,450
128
$164K 0.09%
2,839
-85
129
$162K 0.09%
956
130
$161K 0.09%
1,000
131
$160K 0.09%
3,800
132
$156K 0.09%
298
+13
133
$154K 0.09%
3,759
134
$152K 0.08%
+1,500
135
$152K 0.08%
850
136
$145K 0.08%
580
137
$143K 0.08%
+3,500
138
$142K 0.08%
1,600
139
$138K 0.08%
9,983
-667
140
$131K 0.07%
2,250
141
$125K 0.07%
35,430
-16,353
142
$121K 0.07%
712
-100
143
$116K 0.06%
9,725
+2,400
144
$116K 0.06%
1,565
145
$114K 0.06%
1,296
146
$114K 0.06%
+800
147
$110K 0.06%
534
148
$110K 0.06%
872
149
$107K 0.06%
700
150
$107K 0.06%
500
4 5
6
7 8