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
$190M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$814K
2
+$807K
3
+$705K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$704K
5
EOG icon
EOG Resources
EOG
+$693K

Top Sells

1
+$4.07M
2
+$2.89M
3
+$928K
4
SAVAW
Cassava Sciences, Inc. Warrant
SAVAW
+$848K
5
HRB icon
H&R Block
HRB
+$656K

Sector Composition

1 Consumer Staples 12.69%
2 Technology 11.08%
3 Consumer Discretionary 8.72%
4 Healthcare 8.41%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.71%
32,136
+2,192
27
$1.32M 0.69%
13,855
-298
28
$1.3M 0.68%
42,020
29
$1.28M 0.67%
2,215
-5
30
$1.23M 0.65%
6,754
31
$1.16M 0.61%
7,433
+86
32
$1.07M 0.56%
2,112
+282
33
$1.02M 0.54%
8,245
+325
34
$992K 0.52%
14,996
+9,745
35
$979K 0.52%
5,373
+1,536
36
$975K 0.51%
45,496
+14,892
37
$969K 0.51%
7,701
+5,507
38
$955K 0.5%
17,815
-522
39
$914K 0.48%
1,679
-184
40
$889K 0.47%
4,838
+3,645
41
$881K 0.46%
3,692
+2,396
42
$817K 0.43%
32,707
+4,657
43
$814K 0.43%
+3,435
44
$807K 0.42%
+6,752
45
$785K 0.41%
1,779
+1,306
46
$781K 0.41%
5,470
-413
47
$751K 0.4%
17,227
-872
48
$749K 0.39%
17,404
+4,833
49
$723K 0.38%
8,899
+2,319
50
$705K 0.37%
+16,482
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