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
176
$58.7K 0.04%
462
177
$57.6K 0.04%
620
+12
178
$56.5K 0.04%
634
179
$56K 0.04%
+5,000
180
$55.7K 0.04%
3,000
181
$54.7K 0.04%
1,861
182
$54K 0.04%
175
183
$54K 0.04%
+1,277
184
$53.4K 0.04%
275
185
$52.8K 0.04%
227
186
$52.5K 0.04%
5,454
187
$52K 0.04%
1,500
188
$52K 0.04%
210
+10
189
$51.8K 0.04%
2,000
190
$51.1K 0.04%
1,600
+1,400
191
$51K 0.04%
875
-427
192
$51K 0.04%
1,000
193
$50.4K 0.04%
4,500
194
$50.1K 0.04%
149
195
$50K 0.03%
1,100
196
$49.2K 0.03%
+1,000
197
$48.9K 0.03%
1,385
198
$48.5K 0.03%
575
-600
199
$48.2K 0.03%
1,000
200
$46.9K 0.03%
598
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