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
201
$43.4K 0.03%
149
202
$43.1K 0.03%
2,000
203
$42.7K 0.03%
726
204
$39.8K 0.03%
2,300
205
$39.6K 0.03%
1,800
206
$39.3K 0.03%
681
-12
207
$39.2K 0.03%
710
208
$39.1K 0.03%
1,000
209
$38.3K 0.03%
767
210
$38.1K 0.03%
400
-200
211
$38.1K 0.03%
668
212
$37.8K 0.03%
1,500
213
$37.7K 0.03%
136
214
$37.4K 0.03%
200
215
$36.9K 0.03%
600
-50
216
$36.8K 0.03%
600
217
$35.4K 0.03%
50
218
$34.9K 0.03%
121
219
$34.3K 0.03%
500
220
$33.9K 0.02%
900
221
$33.6K 0.02%
200
222
$32.7K 0.02%
1,090
223
$31.9K 0.02%
196
224
$30.8K 0.02%
1,103
-438
225
$30.5K 0.02%
92
7 8
9
10 11