GCM
Gallacher Capital Management Portfolio holdings
AUM
$216M
1-Year Return
20.49%
This Quarter Return
+3.97%
1 Year Return
+20.49%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$167M
AUM Growth
+$1.48M
(+0.89%)
Cap. Flow
-$2.19M
Cap. Flow
% of AUM
-1.32%
Top 10 Holdings %
Top 10 Hldgs %
35.84%
Holding
279
New
50
Increased
93
Reduced
79
Closed
46
Top Buys
| 1 |
Broadcom
AVGO
|
+$727K |
| 2 |
Valero Energy
VLO
|
+$638K |
| 3 |
Myers Industries
MYE
|
+$616K |
| 4 |
Chevron
CVX
|
+$568K |
| 5 |
VRTV
VERITIV CORPORATION
VRTV
|
+$566K |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
+$2.06M |
| 2 |
JPMorgan Income ETF
JPIE
|
+$1.08M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$818K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$715K |
| 5 |
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% |
