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
$202M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.25M
3
+$567K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$456K
5
AX icon
Axos Financial
AX
+$355K

Top Sells

1
+$1.01M
2
+$486K
3
+$442K
4
ORAN
Orange
ORAN
+$420K
5
DVN icon
Devon Energy
DVN
+$413K

Sector Composition

1 Consumer Discretionary 10.64%
2 Technology 10.6%
3 Consumer Staples 10.51%
4 Financials 7.98%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$252K 0.13%
1,078
+30
227
$252K 0.12%
1,216
+6
228
$251K 0.12%
491
229
$249K 0.12%
395
-5
230
$248K 0.12%
8,247
-3,141
231
$246K 0.12%
2,804
232
$242K 0.12%
1,450
-221
233
$241K 0.12%
9,144
+565
234
$240K 0.12%
1,866
235
$240K 0.12%
+887
236
$239K 0.12%
1,275
-32
237
$239K 0.12%
+678
238
$237K 0.12%
534
+33
239
$237K 0.12%
3,640
-2,506
240
$234K 0.12%
+2,572
241
$234K 0.12%
17,639
+415
242
$233K 0.12%
+3,794
243
$233K 0.12%
+1,768
244
$233K 0.12%
1,541
+158
245
$232K 0.12%
1,860
246
$232K 0.12%
11,673
-158
247
$231K 0.11%
457
-13
248
$230K 0.11%
+4,783
249
$230K 0.11%
2,021
-159
250
$229K 0.11%
1,930
-298
8 9
10
11 12