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
126
$420K 0.21%
85,879
+421
127
$420K 0.21%
28,980
+489
128
$419K 0.21%
19,781
+306
129
$417K 0.21%
14,571
+470
130
$417K 0.21%
71,982
+2,622
131
$415K 0.21%
7,666
-105
132
$406K 0.2%
7,978
+885
133
$406K 0.2%
8,321
+152
134
$402K 0.2%
34,325
+127
135
$401K 0.2%
1,199
-109
136
$401K 0.2%
977
+1
137
$400K 0.2%
2,053
138
$397K 0.2%
1,989
+88
139
$394K 0.2%
3,711
+51
140
$392K 0.19%
2,207
-34
141
$391K 0.19%
24,960
+1,072
142
$385K 0.19%
1,657
+46
143
$384K 0.19%
791
-53
144
$382K 0.19%
1,273
+20
145
$382K 0.19%
11,281
+161
146
$379K 0.19%
31,227
-4,609
147
$376K 0.19%
7,780
-22
148
$374K 0.19%
93,021
+2,001
149
$371K 0.18%
797
-156
150
$369K 0.18%
3,010
-613
4 5
6
7 8