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
201
$43.4K 0.03%
830
+330
202
$43.2K 0.03%
1,000
203
$43.2K 0.03%
1,163
204
$43K 0.03%
3,325
-4,325
205
$42.6K 0.03%
121
206
$41.6K 0.03%
1,900
-1,128
207
$41.6K 0.03%
726
208
$40.9K 0.03%
200
209
$40.2K 0.03%
1,500
210
$38.8K 0.03%
+1,651
211
$38.7K 0.03%
136
212
$38.2K 0.03%
535
+35
213
$37.7K 0.02%
196
214
$37.6K 0.02%
1,800
215
$37.6K 0.02%
600
216
$37.3K 0.02%
710
217
$37.1K 0.02%
200
218
$36.2K 0.02%
400
219
$35.7K 0.02%
682
+309
220
$35.6K 0.02%
767
221
$34.6K 0.02%
50
-3
222
$33.7K 0.02%
+1,300
223
$33.2K 0.02%
230
224
$33.1K 0.02%
1,500
225
$31.8K 0.02%
1,090
7 8
9
10 11