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
151
$368K 0.18%
5,621
+78
152
$367K 0.18%
4,141
+693
153
$366K 0.18%
1,009
+58
154
$364K 0.18%
8,597
-1,586
155
$363K 0.18%
855
+276
156
$361K 0.18%
152,946
-427,096
157
$360K 0.18%
2,076
+159
158
$359K 0.18%
1,061
+323
159
$357K 0.18%
2,466
+6
160
$356K 0.18%
674
+136
161
$355K 0.18%
769
-41
162
$355K 0.18%
+5,080
163
$354K 0.18%
6,503
+470
164
$354K 0.18%
4,202
+469
165
$352K 0.17%
1,114
+354
166
$351K 0.17%
14,044
+444
167
$345K 0.17%
12,071
+47
168
$344K 0.17%
933
-201
169
$341K 0.17%
14,044
+186
170
$340K 0.17%
95,258
+18,324
171
$340K 0.17%
76,760
+534
172
$338K 0.17%
3,810
-929
173
$336K 0.17%
+3,461
174
$335K 0.17%
8,897
+212
175
$334K 0.17%
7,994
+2,775
5 6
7
8 9