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
176
$334K 0.17%
2,283
-43
177
$333K 0.17%
7,962
-233
178
$333K 0.17%
374
+38
179
$329K 0.16%
9,050
+137
180
$326K 0.16%
5,539
+220
181
$320K 0.16%
1,705
+70
182
$318K 0.16%
8,206
+350
183
$318K 0.16%
1,370
-91
184
$317K 0.16%
1,563
+150
185
$317K 0.16%
+1,435
186
$312K 0.15%
6,526
+2,291
187
$311K 0.15%
585
-63
188
$311K 0.15%
1,049
+89
189
$308K 0.15%
11,258
+1,971
190
$306K 0.15%
2,322
+457
191
$305K 0.15%
3,229
-104
192
$304K 0.15%
439
+22
193
$300K 0.15%
2,362
-3
194
$299K 0.15%
387
-28
195
$298K 0.15%
2,766
-123
196
$292K 0.14%
6,806
-443
197
$291K 0.14%
1,571
-82
198
$291K 0.14%
1,115
+123
199
$288K 0.14%
468
+6
200
$287K 0.14%
4,977
+9
6 7
8
9 10