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
$253M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.5M
3
+$1.21M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$1.13M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.12M

Top Sells

1
+$2.43M
2
+$1.15M
3
+$974K
4
C icon
Citigroup
C
+$850K
5
EOG icon
EOG Resources
EOG
+$839K

Sector Composition

1 Technology 12.8%
2 Consumer Staples 9.08%
3 Financials 8.41%
4 Consumer Discretionary 8.36%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$3.56T
$1.52M 0.6%
2,927
+425
ETHA
27
iShares Ethereum Trust ETF
ETHA
$1.78B
$1.5M 0.59%
+47,667
V icon
28
Visa
V
$671B
$1.47M 0.58%
4,295
+3,546
HRB icon
29
H&R Block
HRB
$5.48B
$1.44M 0.57%
28,425
+19,923
TUR icon
30
iShares MSCI Turkey ETF
TUR
$200M
$1.38M 0.55%
40,458
+4,598
PYLD icon
31
PIMCO Multi Sector Bond Active ETF
PYLD
$9.78B
$1.38M 0.55%
51,508
-6,050
SPY icon
32
SPDR S&P 500 ETF Trust
SPY
$714B
$1.33M 0.52%
1,991
+115
CORP icon
33
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.36B
$1.32M 0.52%
13,416
+2
JPME icon
34
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$385M
$1.31M 0.52%
12,104
-1,122
KSA icon
35
iShares MSCI Saudi Arabia ETF
KSA
$651M
$1.31M 0.52%
32,204
+11,489
META icon
36
Meta Platforms (Facebook)
META
$1.62T
$1.29M 0.51%
1,752
+57
VGT icon
37
Vanguard Information Technology ETF
VGT
$112B
$1.25M 0.49%
1,669
-16
VIG icon
38
Vanguard Dividend Appreciation ETF
VIG
$102B
$1.22M 0.48%
5,648
-500
AOM icon
39
iShares Core Moderate Allocation ETF
AOM
$1.63B
$1.21M 0.48%
25,331
-197
IBM icon
40
IBM
IBM
$289B
$1.19M 0.47%
4,214
+3,487
LLY icon
41
Eli Lilly
LLY
$920B
$1.14M 0.45%
1,494
+698
INTF icon
42
iShares International Equity Factor ETF
INTF
$2.86B
$1.13M 0.45%
+31,397
ADP icon
43
Automatic Data Processing
ADP
$108B
$1.12M 0.44%
3,820
+983
SGOV icon
44
iShares 0-3 Month Treasury Bond ETF
SGOV
$66.7B
$1.12M 0.44%
+11,093
AOR icon
45
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.03B
$1.11M 0.44%
17,259
-2,586
CL icon
46
Colgate-Palmolive
CL
$63.1B
$1.1M 0.43%
13,738
+1,915
JMOM icon
47
JPMorgan US Momentum Factor ETF
JMOM
$1.74B
$1.06M 0.42%
15,571
-1,367
ANET icon
48
Arista Networks
ANET
$157B
$1.04M 0.41%
7,163
+889
LAMR icon
49
Lamar Advertising Co
LAMR
$13B
$1.03M 0.41%
8,444
+2,299
CUBE icon
50
CubeSmart
CUBE
$8.33B
$1.01M 0.4%
24,783
+2,514
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