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
151
$90.8K 0.06%
700
152
$90.2K 0.06%
1,312
153
$87.5K 0.06%
1,177
+63
154
$86.3K 0.06%
2,531
155
$83.7K 0.06%
4,260
156
$82.3K 0.06%
1,200
157
$81K 0.06%
400
158
$79.1K 0.06%
1,365
159
$78.1K 0.05%
612
160
$76.8K 0.05%
1,300
161
$76.6K 0.05%
250
162
$75K 0.05%
7,650
-6,500
163
$72.5K 0.05%
3,325
164
$71.8K 0.05%
1,920
+120
165
$71.2K 0.05%
1,700
166
$66.5K 0.05%
2,102
167
$65.3K 0.05%
1,870
-100
168
$65K 0.05%
2,300
169
$63.7K 0.04%
800
-400
170
$63.5K 0.04%
3,028
171
$63.2K 0.04%
600
172
$61.8K 0.04%
1,630
173
$61.7K 0.04%
900
174
$59.2K 0.04%
3,385
+200
175
$59.2K 0.04%
4,968
+32
5 6
7
8 9