GCM

Gallacher Capital Management Portfolio holdings

AUM $216M
1-Year Est. Return 20.49%
This Quarter Est. Return
1 Year Est. Return
+20.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.4M
3
+$5.63M
4
BND icon
Vanguard Total Bond Market
BND
+$4.21M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.88M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.5%
2 Consumer Staples 12.79%
3 Consumer Discretionary 8.62%
4 Technology 7.2%
5 Financials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.5M 11.21%
+102,566
2
$17.4M 10.52%
+588,533
3
$5.63M 3.41%
+43,985
4
$4.21M 2.55%
+58,615
5
$3.88M 2.35%
+66,307
6
$3.46M 2.09%
+11,195
7
$3.08M 1.87%
+79,542
8
$2.64M 1.6%
+13,819
9
$2.46M 1.49%
+54,046
10
$2.3M 1.39%
+42,020
11
$2.12M 1.28%
+6,030
12
$1.96M 1.19%
+43,457
13
$1.96M 1.18%
+21,039
14
$1.91M 1.16%
+14,709
15
$1.9M 1.15%
+4,936
16
$1.87M 1.13%
+42,675
17
$1.82M 1.1%
+17,275
18
$1.79M 1.08%
+35,726
19
$1.66M 1.01%
+18,371
20
$1.62M 0.98%
+34,053
21
$1.46M 0.89%
+44,133
22
$1.31M 0.79%
+15,537
23
$1.22M 0.74%
+25,675
24
$1.19M 0.72%
+7,846
25
$1.14M 0.69%
+67,965
1
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