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
201
$286K 0.14%
966
+15
202
$285K 0.14%
5,684
+174
203
$282K 0.14%
1,111
204
$282K 0.14%
5,330
-59
205
$280K 0.14%
13,431
+474
206
$280K 0.14%
32,997
-912
207
$279K 0.14%
3,089
208
$278K 0.14%
727
-12
209
$277K 0.14%
1,702
+107
210
$277K 0.14%
807
+82
211
$274K 0.14%
+1,223
212
$270K 0.13%
5,604
+15
213
$269K 0.13%
1,059
+4
214
$268K 0.13%
6,930
-745
215
$265K 0.13%
+1,341
216
$264K 0.13%
2,313
-81
217
$263K 0.13%
+3,074
218
$263K 0.13%
11,355
+166
219
$262K 0.13%
+578
220
$261K 0.13%
1,894
+252
221
$257K 0.13%
3,604
+47
222
$255K 0.13%
1,149
-205
223
$254K 0.13%
1,002
+149
224
$253K 0.13%
4,404
+33
225
$252K 0.13%
2,534
-852
7 8
9
10 11