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
$167M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$638K
3
+$616K
4
CVX icon
Chevron
CVX
+$568K
5
VRTV
VERITIV CORPORATION
VRTV
+$566K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$818K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$715K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$647K

Sector Composition

1 Consumer Staples 12.73%
2 Healthcare 12.42%
3 Consumer Discretionary 9.54%
4 Technology 8.33%
5 Financials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 11.3%
103,309
+743
2
$14.2M 8.51%
587,919
-614
3
$5.67M 3.4%
42,928
-1,057
4
$4.04M 2.43%
63,287
-3,020
5
$3.46M 2.07%
11,195
6
$3.15M 1.89%
76,517
-3,025
7
$2.83M 1.7%
13,860
+41
8
$2.66M 1.6%
42,020
9
$2.66M 1.59%
16,110
+1,401
10
$2.27M 1.36%
30,693
-27,922
11
$2.26M 1.36%
6,013
-17
12
$2.08M 1.24%
42,064
+8,011
13
$2.02M 1.21%
20,975
-64
14
$2.02M 1.21%
43,346
-10,700
15
$1.92M 1.15%
42,675
16
$1.75M 1.05%
35,004
-722
17
$1.68M 1.01%
4,077
-859
18
$1.59M 0.96%
31,915
+6,240
19
$1.44M 0.86%
42,304
-1,829
20
$1.31M 0.78%
81,968
+14,003
21
$1.29M 0.77%
15,005
-532
22
$1.25M 0.75%
7,691
+933
23
$1.2M 0.72%
50,374
+9,002
24
$1.12M 0.67%
4,604
-417
25
$1.12M 0.67%
7,254
-592
1
2 3 4 5