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
$179M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$976K
3
+$538K
4
IBM icon
IBM
IBM
+$528K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$527K

Top Sells

1
+$608K
2
+$557K
3
+$539K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$520K
5
CVI icon
CVR Energy
CVI
+$473K

Sector Composition

1 Consumer Staples 12.65%
2 Healthcare 12.57%
3 Technology 8.67%
4 Consumer Discretionary 8.6%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.7M 9.85%
104,037
+1,541
2
$13.1M 7.3%
581,606
+3,782
3
$6.87M 3.83%
150,644
-11,823
4
$5.88M 3.28%
45,038
+313
5
$4.73M 2.64%
48,593
-1,316
6
$4.37M 2.44%
58,171
-4,889
7
$3.99M 2.23%
11,189
-6
8
$3.15M 1.75%
65,741
-1,193
9
$3.01M 1.68%
12,693
-991
10
$2.89M 1.61%
15,011
-36
11
$2.57M 1.44%
46,448
+323
12
$2.24M 1.25%
4,680
+675
13
$2.14M 1.2%
4,910
-1,391
14
$2.1M 1.17%
+81,840
15
$1.8M 1%
106,681
-7,900
16
$1.78M 0.99%
42,020
17
$1.72M 0.96%
31,875
-6,161
18
$1.63M 0.91%
42,347
-988
19
$1.62M 0.9%
55,589
-649
20
$1.43M 0.8%
35,028
+1,195
21
$1.4M 0.78%
4,610
+16
22
$1.37M 0.76%
14,926
+291
23
$1.27M 0.71%
3,360
-251
24
$1.17M 0.65%
7,284
-630
25
$1.16M 0.65%
3,090
+71
1
2 3 4 5