GCM

Gallacher Capital Management Portfolio holdings

AUM $253M
1-Year Est. Return 9.05%
This Quarter Est. Return
1 Year Est. Return
+9.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$638K
3
+$616K
4
CVX icon
Chevron
CVX
+$568K
5
VRTV
VERITIV CORPORATION
VRTV
+$566K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$818K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$715K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$647K

Sector Composition

1 Consumer Staples 12.73%
2 Healthcare 12.42%
3 Consumer Discretionary 9.54%
4 Technology 8.33%
5 Financials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$204K 0.12%
2,735
-43
227
$204K 0.12%
+2,530
228
$203K 0.12%
+591
229
$203K 0.12%
+1,312
230
$202K 0.12%
+7,395
231
$201K 0.12%
+20,464
232
$179K 0.11%
11,569
+1,342
233
$94.9K 0.06%
10,567
-3,418
234
– –
-3,478
235
– –
-1,164
236
– –
-3,185
237
– –
-44,911
238
– –
-1,974
239
– –
-1,401
240
– –
-6,274
241
– –
-3,917
242
– –
-4,253
243
– –
-12,004
244
– –
-2,239
245
– –
-10,978
246
– –
-42,023
247
– –
-8,879
248
– –
-4,567
249
– –
-5,253
250
– –
-6,580
8 9
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