GCM

Gables Capital Management Portfolio holdings

AUM $237M
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$118K
3
+$97.7K
4
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$91.3K
5
META icon
Meta Platforms (Facebook)
META
+$64.2K

Top Sells

1
+$2.05M
2
+$1.65M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.47M
5
CAT icon
Caterpillar
CAT
+$1.4M

Sector Composition

1 Financials 15.98%
2 Technology 14.91%
3 Consumer Discretionary 13.49%
4 Communication Services 10.57%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$48K 0.03%
2,000
202
$48K 0.03%
+1,592
203
$48K 0.03%
2,109
204
$47K 0.03%
136
205
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893
206
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800
207
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192
208
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209
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210
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211
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212
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213
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214
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215
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218
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