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GCA

Gallagher Capital Advisors Portfolio holdings

AUM $148M
1-Year Est. Return 20.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.67M
3
+$2.74M
4
AAPL icon
Apple
AAPL
+$2.65M
5
IYW icon
iShares US Technology ETF
IYW
+$2.01M

Top Sells

1
+$2.72M
2
+$656K
3
+$283K
4
IOO icon
iShares Global 100 ETF
IOO
+$276K
5
ABNB icon
Airbnb
ABNB
+$249K

Sector Composition

1 Technology 21.13%
2 Financials 9.79%
3 Healthcare 6.04%
4 Consumer Staples 3.45%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.1M 12.12%
168,300
+68,000
2
$20.9M 12.05%
10,134
+24
3
$16.6M 9.54%
237,274
+103,860
4
$8.59M 4.94%
41,365
-80
5
$8.03M 4.62%
30,216
+11,722
6
$6.43M 3.7%
12,300
-28
7
$5.98M 3.44%
41,931
+1,720
8
$5.7M 3.28%
27,287
+10,978
9
$4.67M 2.69%
20,503
+205
10
$4.54M 2.61%
32,982
+19,769
11
$3.75M 2.16%
11,196
-49
12
$3.74M 2.15%
12,136
-109
13
$3.72M 2.14%
13,430
-1,317
14
$3.68M 2.12%
4,029
+1,602
15
$3.62M 2.09%
147,247
+1,119
16
$3.62M 2.08%
153,000
+60,430
17
$3.14M 1.81%
17,650
-460
18
$2.91M 1.67%
49,192
-7,504
19
$2.71M 1.56%
18,625
+52
20
$2.7M 1.56%
5,082
+3
21
$2.64M 1.52%
5,567
-51
22
$2.19M 1.26%
10,792
+185
23
$2.11M 1.21%
20,916
-142
24
$1.92M 1.11%
51,434
+537
25
$1.82M 1.05%
46,364
+709
1
2 3