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
$168M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$770K
2
+$698K
3
+$589K
4
CPRX icon
Catalyst Pharmaceutical
CPRX
+$390K
5
UPST icon
Upstart Holdings
UPST
+$374K

Top Sells

1
+$283K
2
+$275K
3
+$257K
4
AAPL icon
Apple
AAPL
+$174K
5
KSU
Kansas City Southern
KSU
+$149K

Sector Composition

1 Technology 19.28%
2 Financials 14.08%
3 Consumer Discretionary 13.12%
4 Communication Services 9.42%
5 Healthcare 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$77K 0.05%
1,970
177
$76K 0.05%
1,300
178
$76K 0.05%
5,628
179
$75K 0.04%
250
180
$74K 0.04%
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181
$70K 0.04%
620
182
$70K 0.04%
800
183
$70K 0.04%
400
184
$64K 0.04%
400
185
$64K 0.04%
1,300
186
$63K 0.04%
893
187
$62K 0.04%
708
188
$60K 0.04%
2,500
189
$59K 0.04%
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190
$57K 0.03%
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191
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500
193
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194
$54K 0.03%
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196
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198
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199
$52K 0.03%
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200
$51K 0.03%
600
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8
9 10