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
101
$470K 0.23%
15,908
+468
102
$468K 0.23%
1,954
+892
103
$468K 0.23%
4,943
-372
104
$467K 0.23%
2,126
-22
105
$464K 0.23%
19,581
+518
106
$464K 0.23%
170,517
+1,895
107
$464K 0.23%
6,245
-311
108
$459K 0.23%
1,866
+15
109
$458K 0.23%
34,485
+536
110
$456K 0.23%
4,166
+471
111
$454K 0.23%
16,585
+212
112
$452K 0.22%
20,004
+2,908
113
$451K 0.22%
2,362
-1,089
114
$447K 0.22%
2,413
115
$443K 0.22%
8,960
+167
116
$443K 0.22%
1,480
+148
117
$442K 0.22%
10,548
+339
118
$442K 0.22%
16,376
+258
119
$440K 0.22%
2,273
+147
120
$439K 0.22%
5,229
-71
121
$435K 0.22%
7,667
+220
122
$430K 0.21%
5,948
-1,012
123
$422K 0.21%
4,667
+38
124
$421K 0.21%
19,663
+199
125
$420K 0.21%
2,567
-124
3 4
5
6 7