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
301
– –
-3,093
302
– –
-10,608
303
– –
-2,529
304
– –
-1,290
305
– –
-36,602
306
– –
-29,651
9 10 11 12
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