GCM
Gallacher Capital Management Portfolio holdings
AUM
$216M
1-Year Return
20.49%
This Quarter Return
+9.35%
1 Year Return
+20.49%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$179M
AUM Growth
+$19.2M
(+12%)
Cap. Flow
+$6.51M
Cap. Flow
% of AUM
3.63%
Top 10 Holdings %
Top 10 Hldgs %
36.6%
Holding
305
New
70
Increased
84
Reduced
100
Closed
47
Top Buys
| 1 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$2.1M |
| 2 |
AT&T
T
|
+$976K |
| 3 |
Coterra Energy
CTRA
|
+$538K |
| 4 |
IBM
IBM
|
+$528K |
| 5 |
JPMorgan Active Bond ETF
JBND
|
+$527K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$608K |
| 2 |
SM Energy
SM
|
+$557K |
| 3 |
JPMorgan Income ETF
JPIE
|
+$539K |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$520K |
| 5 |
CVR Energy
CVI
|
+$473K |
Sector Composition
| 1 | Consumer Staples | 12.65% |
| 2 | Healthcare | 12.57% |
| 3 | Technology | 8.67% |
| 4 | Consumer Discretionary | 8.6% |
| 5 | Financials | 6.67% |
