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
$153M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$347K
2
+$345K
3
+$201K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$143K
5
CRM icon
Salesforce
CRM
+$125K

Top Sells

1
+$353K
2
+$334K
3
+$317K
4
SNOW icon
Snowflake
SNOW
+$190K
5
DIS icon
Walt Disney
DIS
+$142K

Sector Composition

1 Technology 20.45%
2 Consumer Discretionary 12.65%
3 Financials 12.38%
4 Healthcare 10.79%
5 Industrials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$58.7K 0.04%
+300
177
$58.2K 0.04%
462
178
$58.1K 0.04%
149
179
$55.4K 0.04%
210
180
$54.7K 0.04%
598
181
$54.5K 0.04%
5,460
+6
182
$54.1K 0.04%
1,861
183
$53.5K 0.04%
227
184
$53K 0.03%
275
185
$52.7K 0.03%
2,000
186
$51.2K 0.03%
575
187
$51.2K 0.03%
634
188
$51K 0.03%
4,393
-575
189
$50.8K 0.03%
3,000
190
$50.7K 0.03%
467
-433
191
$50K 0.03%
1,000
192
$49.4K 0.03%
900
193
$49K 0.03%
1,100
194
$48.5K 0.03%
1,385
195
$47.3K 0.03%
220
+20
196
$46.7K 0.03%
950
197
$46K 0.03%
668
198
$45.2K 0.03%
1,100
-500
199
$43.8K 0.03%
681
200
$43.5K 0.03%
+800
6 7
8
9 10