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
76
$548K 0.29%
3,169
+1,747
77
$546K 0.29%
+2,124
78
$540K 0.28%
3,859
+434
79
$531K 0.28%
+3,390
80
$530K 0.28%
4,981
+179
81
$528K 0.28%
+11,123
82
$528K 0.28%
52,622
+3,647
83
$524K 0.28%
2,633
-2,467
84
$516K 0.27%
9,204
-428
85
$514K 0.27%
3,988
-4,397
86
$511K 0.27%
20,256
87
$508K 0.27%
66,793
-6,494
88
$502K 0.26%
+24,605
89
$498K 0.26%
14,546
+3,659
90
$487K 0.26%
4,082
+1,405
91
$484K 0.25%
15,726
+504
92
$484K 0.25%
18,943
+4,334
93
$478K 0.25%
5,696
94
$477K 0.25%
12,917
+7,180
95
$474K 0.25%
2,455
-145
96
$474K 0.25%
2,438
+272
97
$466K 0.25%
100,616
+3,451
98
$466K 0.25%
16,303
+615
99
$462K 0.24%
169,145
-1,808
100
$461K 0.24%
1,476
2 3
4
5 6