GCM

Gallacher Capital Management Portfolio holdings

AUM $216M
1-Year Est. Return 20.49%
This Quarter Est. Return
1 Year Est. Return
+20.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.4M
3
+$5.63M
4
BND icon
Vanguard Total Bond Market
BND
+$4.21M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.88M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.5%
2 Consumer Staples 12.79%
3 Consumer Discretionary 8.62%
4 Technology 7.2%
5 Financials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.65%
+5,021
27
$1.07M 0.64%
+3,215
28
$995K 0.6%
+6,758
29
$993K 0.6%
+10,242
30
$951K 0.58%
+23,824
31
$947K 0.57%
+41,372
32
$871K 0.53%
+22,491
33
$870K 0.53%
+2,724
34
$856K 0.52%
+3,570
35
$808K 0.49%
+8,554
36
$806K 0.49%
+21,382
37
$754K 0.46%
+15,896
38
$745K 0.45%
+7,144
39
$744K 0.45%
+2,357
40
$727K 0.44%
+13,825
41
$694K 0.42%
+33,743
42
$664K 0.4%
+4,018
43
$662K 0.4%
+13,886
44
$647K 0.39%
+12,796
45
$632K 0.38%
+6,580
46
$631K 0.38%
+17,049
47
$613K 0.37%
+2,555
48
$597K 0.36%
+15,666
49
$591K 0.36%
+13,448
50
$589K 0.36%
+11,512
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