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
201
$46.6K 0.03%
950
202
$45.6K 0.03%
200
203
$44.4K 0.03%
1,163
-344
204
$44.3K 0.03%
681
205
$43.8K 0.03%
726
206
$41.6K 0.03%
200
207
$39.8K 0.03%
900
208
$39.8K 0.03%
1,800
209
$38.4K 0.03%
668
210
$38.3K 0.03%
200
211
$38.3K 0.03%
400
212
$38.1K 0.03%
121
213
$37.9K 0.03%
710
214
$37.8K 0.03%
136
215
$37.5K 0.03%
600
216
$37.1K 0.03%
2,000
217
$35.9K 0.03%
500
218
$35.5K 0.02%
53
+3
219
$35.1K 0.02%
196
220
$33.6K 0.02%
+1,000
221
$33.4K 0.02%
767
222
$33.3K 0.02%
12,200
-23,100
223
$33.1K 0.02%
500
224
$32.1K 0.02%
1,090
225
$31.7K 0.02%
1,500
7 8
9
10 11