GCM

Gibraltar Capital Management Portfolio holdings

AUM $512M
1-Year Est. Return 9.58%
This Quarter Est. Return
1 Year Est. Return
+9.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
-$222K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.12M
3
+$601K
4
BA icon
Boeing
BA
+$391K
5
MSFT icon
Microsoft
MSFT
+$278K

Top Sells

1
+$1.28M
2
+$997K
3
+$833K
4
LUV icon
Southwest Airlines
LUV
+$160K
5
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$6.06K

Sector Composition

1 Technology 23.17%
2 Financials 18.65%
3 Healthcare 11.18%
4 Energy 9.69%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 1.54%
+36,213
27
$2.13M 0.94%
4
28
$2.01M 0.89%
37,749
+2,820
29
$1.4M 0.62%
45,433
+6
30
$1.33M 0.59%
3,809
+6
31
$1.09M 0.48%
7,980
-23
32
$1.06M 0.47%
102,340
+14
33
$1.05M 0.47%
19,533
+2,270
34
$1.04M 0.46%
73,870
+2,228
35
$949K 0.42%
11,614
+7
36
$935K 0.41%
10,773
-15
37
$893K 0.4%
20,130
+75
38
$877K 0.39%
38,537
-81
39
$852K 0.38%
12,887
-24
40
$794K 0.35%
14,857
+64
41
$782K 0.35%
30,413
+12
42
$771K 0.34%
3,711
+22
43
$758K 0.34%
28,269
-226
44
$749K 0.33%
56,805
+102
45
$742K 0.33%
59,718
+331
46
$723K 0.32%
11,425
+8
47
$710K 0.31%
16,886
+26
48
$704K 0.31%
6,323
-48
49
$703K 0.31%
2,325
+68
50
$655K 0.29%
19,736
+369
1
2
3