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
$137M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$84.6K
3
+$81.2K
4
RXO icon
RXO
RXO
+$73.3K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$59.7K

Top Sells

1
+$208K
2
+$151K
3
+$139K
4
AAPL icon
Apple
AAPL
+$136K
5
CVX icon
Chevron
CVX
+$126K

Sector Composition

1 Healthcare 14.32%
2 Financials 13.98%
3 Technology 13.68%
4 Consumer Discretionary 12.02%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$64.7K 0.05%
1,970
177
$63.8K 0.05%
900
178
$63.8K 0.05%
634
179
$63.5K 0.05%
4,500
-1,000
180
$62.6K 0.05%
2,500
181
$61.3K 0.04%
3,028
182
$60.7K 0.04%
5,454
-55
183
$60.7K 0.04%
275
184
$59.1K 0.04%
1,861
185
$58.9K 0.04%
1,507
186
$57K 0.04%
1,630
187
$56.8K 0.04%
4,936
188
$55.5K 0.04%
227
189
$54.1K 0.04%
175
190
$52K 0.04%
1,000
191
$51.6K 0.04%
598
192
$51.5K 0.04%
3,000
193
$50.9K 0.04%
200
194
$50.8K 0.04%
950
-1,000
195
$50.1K 0.04%
1,100
-200
196
$49.7K 0.04%
608
197
$49.6K 0.04%
200
198
$49.5K 0.04%
4,810
-400
199
$48.2K 0.04%
2,000
200
$44.2K 0.03%
1,385
6 7
8
9 10