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
51
$575K 0.35%
+5,684
52
$571K 0.35%
+12,234
53
$568K 0.34%
+4,384
54
$562K 0.34%
+24,942
55
$550K 0.33%
+20,455
56
$546K 0.33%
+13,650
57
$544K 0.33%
+13,507
58
$530K 0.32%
+12,507
59
$528K 0.32%
+4,538
60
$527K 0.32%
+21,530
61
$522K 0.32%
+14,300
62
$514K 0.31%
+3,541
63
$510K 0.31%
+3,988
64
$500K 0.3%
+13,167
65
$496K 0.3%
+2,853
66
$496K 0.3%
+1,315
67
$493K 0.3%
+13,058
68
$483K 0.29%
+4,945
69
$479K 0.29%
+2,186
70
$471K 0.29%
+1,974
71
$466K 0.28%
+16,972
72
$465K 0.28%
+6,754
73
$460K 0.28%
+13,461
74
$459K 0.28%
+2,597
75
$455K 0.28%
+10,357
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3
4 5