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
26
$1.37M 0.68%
14,355
+2
27
$1.35M 0.67%
76,257
-10,464
28
$1.35M 0.67%
2,165
29
$1.33M 0.66%
6,774
+13
30
$1.31M 0.65%
62,878
-900
31
$1.26M 0.63%
35,178
+2,154
32
$1.15M 0.57%
7,714
-716
33
$1.1M 0.54%
2,599
-243
34
$1.09M 0.54%
25,110
+4,710
35
$1.08M 0.54%
1,848
+157
36
$1.07M 0.53%
10,743
+2,790
37
$1.05M 0.52%
6,833
+460
38
$988K 0.49%
16,947
-607
39
$915K 0.45%
7,468
+17
40
$911K 0.45%
10,665
+1,035
41
$897K 0.45%
8,714
-747
42
$883K 0.44%
6,577
+416
43
$877K 0.44%
2,584
-66
44
$865K 0.43%
9,511
+987
45
$841K 0.42%
2,874
+261
46
$801K 0.4%
9,391
+1,528
47
$765K 0.38%
16,349
-616
48
$758K 0.38%
5,405
-38
49
$710K 0.35%
18,301
-1,312
50
$707K 0.35%
1,342
-267
1
2
3 4 5